Financial Adviser
· BRIGHTON, VIC
Jiayi Liao
No disciplinary history on record with ASIC
BRIGHTON,
VIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001242084
About Jiayi Liao
Jiayi Liao is a financial adviser based in Brighton, Victoria, with 10 years of experience in the financial services industry since 2016. Jiayi is currently authorised under Advice Evolution, operating through Lifetime Financial Group. Jiayi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jiayi's qualifications include a Certified Financial Planner from Financial Advice Association of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce (Accounting and Accounting Technologies)
Curtin University of Technology
2012
Master of Business (Banking and Finance)
Monash University
2016
Diploma of Financial Planning
Integrity Education Group
2020
Certified Financial Planner
Financial Advice Association of Australia
2026
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register