Financial Adviser
· MELBOURNE, VIC
Hock Jeen Liaw
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237656
Hock Jeen Liaw is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry. Hock is currently authorised under Certus Fsl Pty Ltd. Hock 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 Certified Financial Planner (CFP) from FPA. Hock 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce
University of Canberra
2013
Diploma of Financial Planning
KAPLAN
2014
Advanced Diploma of Financial Planning
KAPLAN
2017
Certified Financial Planner (CFP)
FPA
2018
Life Risk Specialist (LRS)
FPA
2020
FPC002B- Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
SMSF
Kaplan
Registration History
You are authorised to perform the following tasks:. Deposit and payment products limited to:. Basic Deposit Products;. Deposit Products other than basic Deposit Products. Life products including;a) Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; andb) Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;. Interest in Managed Investment Schemes including investor directed portfolio services;. Retirement savings account ("RSA") products (Within the meaning of the Retirement Savings Account Act 1997);. Superannuation and retirement products
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register