MIKE LIU

Financial Adviser · Sydney, NSW

Registered

Registration Number

001002650

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2006

Registration Date

13/04/2018

Financial Services Licensee

ALLIANCE WEALTH PTY LTD

Licence #000449221

📚 Qualifications & Training

2006 - Advanced Diploma of Financial Service (Financial Planning) - - Tribeca
2006 - Diploma of Financial Service - - Tribeca
2010 - Margin Lending and Geared Investments - - Kaplan Professional
2011 - Certified Financial Planner - - Financial Planning Association
2011 - Self Managed Superannuation Funds - - Kaplan Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
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.