Liza Janakievski is a registered investment advisor at Gw Asena PTY LTD, based in Melbourne, Victoria, with 3 years of industry experience. Liza operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Level 9, 410 Collins Street, Melbourne, Victoria, 3000
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Liza is the CEO, Executive Director, and Director of Giles Wade Private Wealth Pty Ltd, an Australian licensed securities and advisory firm, since 2011. She spends nearly full-time managing day-to-day operations and compliance needs, none of which are during US trading hours.
Employment History
Current Registrations
Gw Asena PTY LTD
State Registrations2 states
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