Financial Adviser
· MELBOURNE, VIC
Liana Joyce Cauchi
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003413
Liana Joyce Cauchi is a financial adviser based in Melbourne, Victoria, with 25 years of experience in the financial services industry. Liana is currently authorised under Australia And New Zealand Banking Group Limited. Liana 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 Commerce from The University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Securities - Class of product advice only.
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce
The University of Newcastle
2003
Diploma of Financial Planning
FPA
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Securities - Class of product advice only.
Government Debentures, Stocks or Bonds - Class of Product Advice Only ; Securities - Class of Product Advice Only
Permitted - SMSFs including establishment and wind up
Source: ASIC Financial Advisers Register