Financial Adviser
· COMO, WA
Liam Wallace
No disciplinary history on record with ASIC
COMO,
WA
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000339587
Liam Wallace is a financial adviser based in Como, Western Australia, with 17 years of experience in the financial services industry since 2009. Liam is currently authorised under Tfg Australia. Liam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Liam's qualifications include a Bachelor of Commerce Major in Financial Planning v1 from Curtin University. Liam 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
2008
Taxation 301
Curtin University
2009
Bachelor of Commerce Major in Financial Planning v1
Curtin University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Commercial Law
Kaplan Professional
2022
TASA and the TPB Code of Professional Conduct
Kaplan Profesional
Registration History
Advice on superannuation excludes self-managed superannuation funds
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Can advise on Superannuation except Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register