STEVEN YONGPIAU LIAW

Financial Adviser ยท Boyne Island, QLD

Registered

Registration Number

000231506

Registration Status

Registered

Location

Boyne Island, QLD 4680

Providing Advice Since

1994

Registration Date

29/03/2019

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

๐Ÿ“š Qualifications & Training

1986 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland
2002 - Master of Business Administration (General Management) - Masters Degree (AQF 9) - Central Queensland University
2009 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Australis College (formerly Intellitrain)
2010 - Chartered Accountant - Professional Designations - Chartered Accountants Australia New Zealand
2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
2021 - FPC002B-Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

โ„น๏ธ 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.