Financial Adviser
· PERTH, WA
James Paul Zhe Xiang Liew
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272388
James Paul Zhe Xiang Liew is a financial adviser based in Perth, Western Australia, with 8 years of experience in the financial services industry. James is currently authorised under Fitzpatricks Private Wealth Pty Ltd. James 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 University of Western Australia. James 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
2012
Bachelor of Commerce
University of Western Australia
2016
Diploma of Financial Planning
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2022
TFAv1 Tax for Financial Advising
Kaplan Professional
2026
SuperConcepts Specialist SMSF Online Course
The University of Adelaide