MENGYAO LIU
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2013 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Curtin University
2013 - CPA - Professional Designations - CPA Australia
2015 - Diploma of Financial Planning - - AAMC Training Group
2015 - Master of Commerce - - University of Western Australia
2018 - DFP: Self Managed Superannuation Funds - - AAMC Training Group
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.