Financial Adviser
· SYDNEY, NSW
Mike Liu
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002650
Mike Liu is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. Mike is currently authorised under Currenc Pty Ltd. Mike holds authorisations to advise on foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. Mike is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Foreign Exchange
Authorised to provide tax financial advice services
Qualifications and 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