MARC LIEW
Financial Adviser · Lindfield, NSW
📚 Qualifications & Training
2000 - Bachelor of Business - Bachelor Honours Degree (AQF 8) - Central Queensland University
2003 - Certified Practising Accountant - Professional Designations - CPA
2011 - Master of Taxation - Masters Degree (AQF 9) - University of Sydney
2016 - FNS50615 Diploma of Financial Planning - Diploma (AQF 5) - CPA
2020 - Ethics and professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.