Financial Adviser · GEELONG NORTH, VIC

Liam Mark Drady

GEELONG NORTH, VIC
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001267334
Currently at
Melbourne, VIC (firm address)

Liam Mark Drady is a financial adviser based in Geelong North, Victoria, with 8 years of experience in the financial services industry since 2018. Liam is currently authorised under Capstone Financial Planning, operating through West Carr & Harvey Planning. Liam holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Liam's qualifications include a Bachelor of Business (Professional Accountancy) from RMIT University. Liam is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Deposit Products

Restrictions: Is only authorised to:provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.

Authorised to provide tax financial advice services

Qualifications and Training

2007
JUST1016
Other - RMIT University
2009
JUST1031
Other - RMIT University
2010
Bachelor of Business (Professional Accountancy)
RMIT University
2012
Chartered Accountant (CA)
Chartered Accountants Australia & New Zealand (CA ANZ)
2012
Graduate Diploma of Chartered Accounting
Instutute of Chartered Accountants in Australia
2016
Diploma of Financial Planning
Kaplan Professional
2016
Self-Managed Superannuation Funds
Kaplan Professional
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Jun 2026 - Present Current
Is only authorised to:provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
Sep 2018 - May 2026 Ceased
Financial Product advice is limited to SMSF - Product class advice on superannuation

Source: ASIC Financial Advisers Register