Financial Adviser
· SYDNEY, NSW
Charis Liew
No disciplinary history on record with ASIC
SYDNEY,
NSW
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252161
About Charis Liew
Charis Liew is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry since 2017. Charis is currently authorised under William Buck Wealth Advisors (NSW). Charis holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Charis's qualifications include a Bachelor of Commerce from University of Sydney. Charis is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and The Tax Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Authorised to provide tax financial advice services
Qualifications and Training
2003
CLAW1001 Commercial transactions A/Foundations of business law
University of Sydney
2005
Bachelor of Commerce
University of Sydney
2005
CLAW3001 Australian Taxation System
University Of Sydney
2008
Chartered Accountant
ICAA
2012
Chartered Tax Adviser
The Tax Institute
2016
Graduate Diploma Of Financial Planning
Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register