Financial Adviser · BERSERKER, QLD

Rudy Liu

23 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000381114

Rudy Liu is a financial adviser based in Berserker, Queensland, with 23 years of experience in the financial services industry. Rudy is currently authorised under Alliance Wealth Pty Ltd. Rudy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Marketing) from Central Queensland University. Rudy is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Not authorised to provide advice in self managed superannuation funds

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Business (Marketing)

Central Queensland University

2011

Margin Lending & Geared Investments

Kaplan Professional

2012

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

2013

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

Registration History

Alliance Wealth Pty Ltd

Nov 2019 - Present Current

Not authorised to provide advice in self managed superannuation funds

Commonwealth Financial Planning Limited

Sep 2010 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register