Steven Liaw
Financial Adviser
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About
Steven Liaw is an ASIC-registered financial adviser based in Boyne Island, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a robust educational background including a Bachelor of Commerce from the University of Queensland and a Master of Business Administration from Central Queensland University, Steven combines academic knowledge with practical experience. Steven is a Chartered Accountant with Chartered Accountants Australia and New Zealand (CA ANZ). He holds a Diploma of Finance and Mortgage Broking Management and has completed ethics and professionalism training with Kaplan Higher Education. This ensures he provides advice adhering to the highest ethical and professional standards. Authorised to provide advice on a range of financial products, Steven can assist with superannuation, insurance, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies • Risk management Ready to take control of your financial future? Contact Steven today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Steven Liaw offer?
Steven Liaw specialises in providing advice on superannuation, insurance, and retirement planning. He is authorised to advise on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Steven Liaw hold?
Steven Liaw holds a Bachelor of Commerce, a Master of Business Administration, a Certificate IV in Financial Services (Finance/Mortgage Broking), a Diploma of Finance and Mortgage Broking Management, and is a Chartered Accountant with Chartered Accountants Australia and New Zealand.
What can I expect during my initial consultation with Steven Liaw?
During your initial consultation, Steven will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with a clear explanation of how he can assist you in achieving your financial objectives.
How does Steven Liaw stay updated with changes in financial regulations?
As a Chartered Accountant and a member of Chartered Accountants Australia and New Zealand, Steven is committed to ongoing professional development. He regularly participates in training and education programs to stay informed about the latest changes in financial regulations and best practices.
How can Steven Liaw help me plan for my retirement?
Steven can help you develop a comprehensive retirement plan that takes into account your current savings, projected income, and desired lifestyle. He can provide advice on superannuation strategies, investment options, and retirement income streams to help you achieve a comfortable and secure retirement.
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