Financial Adviser
· LINDFIELD, NSW
Marc Liew
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001266374
Marc Liew is a financial adviser based in Lindfield, New South Wales, with 8 years of experience in the financial services industry since 2018. Marc is currently authorised under Peter Vickers Insurance Brokers, operating through Peter Vickers & Associates. Marc holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marc's qualifications include a Master of Taxation from University of Sydney.
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
2000
Bachelor of Business
Central Queensland University
2003
Certified Practising Accountant
CPA
2011
Master of Taxation
University of Sydney
2016
FNS50615 Diploma of Financial Planning
CPA
2020
Ethics and professionalism in Financial Advice
Ethics - Kaplan Professional
2020
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register