Financial Adviser
· SPRINGVALE, VIC
Chang Liu
No disciplinary history on record with ASIC
SPRINGVALE,
VIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000254
Practice
Springvale, VIC (practice address on ASIC register)
Licensed through Apex MacRo Financial Group
About Chang Liu
Chang Liu is a financial adviser based in Springvale, Victoria, with 12 years of experience in the financial services industry since 2014. Chang works at Alphabet Private Wealth, which is licensed through Apex MacRo Financial Group. Chang holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Chang's qualifications include a CFP from Financial Planning Association of Australia. Chang 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce
Griffith University
2012
Diploma of Financial Planning
International Institute of Technology
2013
Advanced Diploma of Financial Planning
International Institute of Technology
2014
Self Managed Superannuation Funds
Kaplan Professional Education
2015
CFP
Financial Planning Association of Australia
2024
Ethics & Professionalism in Financial Advice
Ethics - Kaplan