Gavin Liu Location
Melbourne, VIC, AU
Gavin Liu Work
- 2019 - now Founder and Principal Financial Advisor @ Alphabet Private Wealth
- 2018 - 2019 Head of Advice @ Boman Group
- 2015 - 2018 Senior Advisor @ Future Assist
- 2013 - 2015 Advisor @ Future Assist
Gavin Liu Education
- Deakin University
Certified Financial Planner (CFP) Certification (Finance, General)
2013 - 2015 - Kaplan Professional Education
(Self Managed Superannuation Funds)
2014 - 2014 - International Institute of Technology
Advance Diploma of Financial Planning (ADFP) (Financial Planning and Services)
2013 - 2013
- International Institute of Technology
Diploma of Financial Planning (RG146) (Financial Planning and Services)
2012 - 2012 - Institute of Strategic Management
Dip. FS (Finance and Mortgage Broking)
2012 - 2012 - The Real Estate Institute of Queensland
Real estate salesperson (Real estate)
2008 - 2008 - Griffith University
Bachelor of Commerce (B.Com.) (Accounting)
2004 - 2007
Gavin Liu Skills
- Leadership
- Estate Planning
- Financial Advisory
- Banking
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Superannuation
- CRM
Gavin Liu Summary
Gavin Liu, based in Melbourne, VIC, AU, is currently a Founder and Principal Financial Advisor at Alphabet Private Wealth. Gavin Liu brings experience from previous roles at BMYG and Future Assist. Gavin Liu holds a 2013 - 2015 Certified Financial Planner (CFP) Certification in Finance, General @ Deakin University. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Banking, Insurance and more. Gavin Liu has 1 emails and 1 mobile phone numbers on RocketReach.
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