Charis Liew – Financial Adviser

Adviser identifying number: 1252161
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
Licence number: 240769
Licensee’s ABN: 93002367839
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
Authorised Representative identifying number: 240769
Authorised Representative’s ABN: 93002367839

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Commerce – University of Sydney
• Chartered Accountant – ICAA
• Chartered Tax Adviser – The Tax Institute
• Graduate Diploma of Financial Planning – Kaplan

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• The Tax Institute

Charis Liew is authorised to provide advices on following products:

• Superannuation