Steven Yongpiau Liaw
Financial Adviser in Boyne Island, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231506
- Location
- Boyne Island QLD 4680
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 29 March 2019
- First provided advice
- 1994
- Qualifications
- Bachelor of Commerce, University of Queensland (1986); Master of Business Administration (General Management), Central Queensland University (2002); Certificate IV in Financial Services (Finance/Mortgage Broking), Australis College (formerly Intellitrain) (2009); Chartered Accountant, Chartered Accountants Australia New Zealand (2010); Diploma of Finance and Mortgage Broking Management, Kaplan Professional (2012); FPC002B-Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven Yongpiau Liaw
On the Financial Advisers Register kept by ASIC, Steven Yongpiau Liaw appears as a current financial adviser in Boyne Island, Queensland, adviser number 000231506.
Advice is given under the Australian financial services licence of Personal Financial Services Ltd, licence number 234459. That authorisation dates from 29 March 2019.
According to the register, Steven first provided financial advice in 1994. Qualifications and training on file include Bachelor of Commerce (University of Queensland, 1986), Master of Business Administration (General Management) (Central Queensland University, 2002) and Certificate IV in Financial Services (Finance/Mortgage Broking) (Australis College (formerly Intellitrain), 2009). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
Steven is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment 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 SMSF.”
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Questions people ask
Is Steven Yongpiau Liaw a registered financial adviser?
Yes. Steven Yongpiau Liaw is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231506.
Which licensee does Steven Yongpiau Liaw work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Steven Yongpiau Liaw give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not SMSF."