Liza Janakievski – Financial Adviser

Adviser identifying number: 1004438
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: GILES WADE PRIVATE WEALTH PTY LTD
Licence number: 412146
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 11/11/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GILES WADE PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 000412146
Authorised Representative’s ABN:

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 Business (Accounting) – Victoria University
  • Certified Practicing Account – CPA Australia
  • Grad Dip Financial Planning – FINSIA
  • Master of Business (Accounting) – Victoria University
  • Registered Tax Agent – Tax Agents Board

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Liza Janakievski is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation