KAREN LIEW

Licensee: E G FINANCIAL SERVICES PTY LTD

KAREN LIEW (Adviser# 001000510) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is January 14, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name KAREN LIEW
Adviser Number 001000510
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000377925
E G FINANCIAL SERVICES PTY LTD
Licence ABN 86135624921
Adviser Start Date 2015-01-14
Appointing Representative Name E G FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000377925
Appointing Representative ABN 86135624921
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • KAREN LIEW
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Computer and Mathematical Sciences University of Western Australia
Diploma of Finance and Mortgage Broking Management AAMC
Diploma of Financial Planning AAMC
Post Graduate Diploma of Business Curtin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000377925 E G FINANCIAL SERVICES PTY LTD 2015-01-14 - E G FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name E G FINANCIAL SERVICES PTY LTD
Licence Number 000377925
Licence ABN 86135624921

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHERN YIING ELSON GOH E G Financial Services Pty Ltd Current 2013-02-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHERN YIING ELSON GOH E G Financial Services Pty Ltd Current 2013-02-01

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.