A city skyline at night with a boat in the water.
Jackie Liu

Jackie Liu

AFP® GDFP BFin (Int)
No items found.

Financial Adviser

Driven by a deep passion for helping others achieve financial freedom, I am dedicated to forging lasting partnerships. Together, we'll create a future where dreams become reality through strategic planning and unwavering support.

Jackie has worked in the finance industry since 2010. With a distinguished background in the private banking sector, Jackie leverages her experience and analytical skills to deliver top-notch financial guidance to her clients.

Investment Style

Jackie seeks out companies with solid fundamentals, durable competitive advantages, and a history of generating consistent earnings. By conducting thorough research and analysis, she identifies investment opportunities that align with her clients' objectives. With a patient and disciplined approach, Jackie emphasises the importance of risk management and the power of compounding over time. Jackie strives to deliver sustainable returns and build lasting wealth for her clients.

Services and Specialties

Financial Planning
Retirement and Estate Planning
Fixed Interest and Cash Management
Superannuation Advice
Wealth Management
Investment Advice

Industry Experience

Sectors Covered

Jackie Liu's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Graduate Diploma of Financial Planning
Diploma of Finanacial Planning
Bachelor of Finance (International)

Associations

Financial Advice Association Australia

Competencies

Generic
Financial Planning
Securities
Superannuation
Managed Investments

I am employed by Thornpac Pty Ltd which operates the business of Morgans Financial Limited - Norwood. My employer remunerates me by way of salary.