Rudy Liu
Financial Adviser in Berserker, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000381114
- Location
- Berserker QLD 4701
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 22 November 2019
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Marketing), Central Queensland University (2002); Margin Lending & Geared Investments, Kaplan Professional (2011); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2013)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice in self managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Rudy Liu
Rudy Liu is a financial adviser in Berserker, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000381114.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 22 November 2019.
The register records 2003 as the year Rudy first provided financial advice. Qualifications and training on file include Bachelor of Business (Marketing) (Central Queensland University, 2002), Margin Lending & Geared Investments (Kaplan Professional, 2011) and Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2012). Rudy is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice in self managed superannuation funds.”
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Questions people ask
Is Rudy Liu a registered financial adviser?
Yes. Rudy Liu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000381114.
Which licensee does Rudy Liu work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Rudy Liu give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice in self managed superannuation funds."