Liana Joyce Cauchi
Financial Adviser in Melbourne, Victoria, Australia
Review Liana Joyce Cauchi
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003413
- Location
- Melbourne VIC 3000
- Licensee
- Australia and New Zealand Banking Group Limited (AFSL 234527)
- Authorised since
- 27 July 2020
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, The University of Newcastle (1999); Diploma of Financial Planning, FPA (2003); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Securities - Class of product advice only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Liana Joyce Cauchi
Liana Joyce Cauchi is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001003413).
Liana provides advice as an authorised representative of Australia and New Zealand Banking Group Limited, which holds Australian financial services licence 234527. The current authorisation started on 27 July 2020.
The register records 2001 as the year Liana first provided financial advice. The qualifications listed for Liana include Bachelor of Commerce (The University of Newcastle, 1999), Diploma of Financial Planning (FPA, 2003) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Securities – Class of product advice only.”
Reviews
Nobody has reviewed Liana Joyce Cauchi here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Liana Joyce Cauchi a registered financial adviser?
Yes. Liana Joyce Cauchi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003413.
Which licensee does Liana Joyce Cauchi work under?
Australia and New Zealand Banking Group Limited, Australian financial services licence 234527.
What can Liana Joyce Cauchi give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Securities - Class of product advice only."