Financial Adviser · ADELAIDE, SA

Wen Liu

8 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001272286

Wen Liu is a financial adviser based in Adelaide, South Australia, with 8 years of experience in the financial services industry. Wen is currently authorised under Ri Advice Group Pty Ltd. Wen 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 Finance from The University of Adelaide. Wen 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 Deposit Products

Restrictions: Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor of Finance

The University of Adelaide

2018

Diploma of Financial Planning

Kaplan Professional

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Ri Advice Group Pty Ltd

Mar 2026 - Present Current

Superannuation: Not authorised to provide SMSF advice.

Morgans Financial Limited

Aug 2023 - Mar 2026 Ceased

Australia And New Zealand Banking Group Limited

Dec 2018 - Dec 2019 Ceased

Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction. Supervises and/or administers the provision of personal financial advice of ANZ representatives who provide advice on the relevant financial products only.

Source: ASIC Financial Advisers Register