Charis Liew
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001252161
- Location
- Sydney NSW 2000
- Licensee
- William Buck Wealth Advisors (NSW) Pty Ltd (AFSL 240769)
- Authorised since
- 1 February 2017
- First provided advice
- 2017
- Qualifications
- CLAW1001 Commercial transactions A/Foundations of business law, University of Sydney (2003); Bachelor of Commerce, University of Sydney (2005); CLAW3001 Australian Taxation System, University Of Sydney (2005); Chartered Accountant, ICAA (2008); Chartered Tax Adviser, The Tax Institute (2012); Graduate Diploma Of Financial Planning, Kaplan Higher Education Pty Limited (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); The Tax Institute
- Advice areas
- superannuation
- Tax (financial) advice
- Yes
- Register status
- Current
About Charis Liew
On the Financial Advisers Register kept by ASIC, Charis Liew appears as a current financial adviser in Sydney, New South Wales, adviser number 001252161.
The licensee Charis advises under is William Buck Wealth Advisors (NSW) Pty Ltd (AFS licence 240769). That authorisation dates from 1 February 2017.
The register records 2017 as the year Charis first provided financial advice. Qualifications and training on file include CLAW1001 Commercial transactions A/Foundations of business law (University of Sydney, 2003), Bachelor of Commerce (University of Sydney, 2005) and CLAW3001 Australian Taxation System (University Of Sydney, 2005). Charis is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and The Tax Institute.
Charis is authorised to advise on superannuation. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Charis Liew a registered financial adviser?
Yes. Charis Liew is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001252161.
Which licensee does Charis Liew work under?
William Buck Wealth Advisors (NSW) Pty Ltd, Australian financial services licence 240769.
What can Charis Liew give advice on?
The register lists these advice areas: superannuation.