LJ
Liza Janakievski
GW ASENA PTY LTD
Melbourne, Victoria, 3000
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CRD#: 7618619
LJ
Professional summary
Liza Janakievski is a registered financial advisor currently at GW ASENA PTY LTD .
Liza is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Liza has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Giles Wade Private Wealth Pty Ltd; investment-related; Level 9, 410 Collins Street, Melbourne VIC 3000, Australia; Australian licensed securities and advisory firm; CEO, Executive Director, Director; I became a Director in September 2011, and have been CEO and Executive Director since June 2018. Approximately 160 hours/month, none of which are during US trading hours; manage day to day operations and compliance needs.
CRS (Client Relationship Summary) - RIA
Click below to view Liza Janakievski's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 4, 2023 - Present
GW ASENA PTY LTD
Office #1: Level 9 410 Collins Street, Melbourne, Victoria, 3000RIA
CRD#: 323005
Melbourne, Victoria,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GA
GW ASENA PTY LTD
GW ASENA PTY LTD
CRD#: 323005 / SEC#: 801-128625
RIA
Registered Investment Advisory firm - (9/1/2023 Approved)California
Registered Investment Advisory firm - (10/14/2023 Terminated)Florida
Registered Investment Advisory firm - (9/14/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/4/2023)
IAR
Florida(3/29/2023)
Current Firm
GA
GW ASENA PTY LTD
GW ASENA PTY LTD
CRD#: 323005 / SEC#: 801-128625
RIA
Registered Investment Advisory firm - (9/1/2023 Approved)California
Registered Investment Advisory firm - (10/14/2023 Terminated)Florida
Registered Investment Advisory firm - (9/14/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Level 9 410 Collins Street, Melbourne, Victoria, 3000
Mailing Address
Phone number
61396706070
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Documents
Red Flags
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