Liza Janakievski
Advisor at Gw Asena Pty Ltd
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
3 years
Location
Remote
About
Liza Janakievski is a Series 65 credentialed advisor at GW Asena Pty Ltd with three years of industry experience. She is also CEO and Executive Director of Giles Wade Private Wealth Pty Ltd, an Australian licensed securities and advisory firm, where she has served as a director since 2011 and as CEO since 2018. GW Asena Pty Ltd provides financial planning and portfolio management services to individuals, businesses, and institutional clients. The firm offers a range of related services including retirement and pension consulting, estate planning, tax advice, insurance consulting, educational seminars, and company restructuring, working with both discretionary and non-discretionary mandates tailored to client goals and risk tolerances.
Client services
Based on Gw Asena Pty Ltd
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Estate planning, tax advice, tax compliance, insurance consulting
Estate planning, tax advice, tax compliance, insurance consulting
Expertise
Based on Gw Asena Pty Ltd
Retirement plans for business owners (SEP, solo 401k)
General tax planning
Business ownership considerations
Active portfolio management
Fee options
Flat fees for financial planning, insurance consulting, retirement & pension consulting, estate planning, tax advice, seminars, company restructuring consultation; fees agreed in advance, ranging from $10,000 to $100,000+
$0 - $1,000,000: 2% $1,000,001 - $5,000,000: 1.5% $5,000,001+: 1%
Commissions received by investment adviser representatives if acting as insurance agents or registered representatives for sales of securities or insurance products
Account minimum: $200,000 Fee-only: Flat, fixed fees ranging from $10,000 to $100,000+ for financial planning and related services
Most active in
Liza J has reported serving >5 clients in these states in the last 12 months.
California · Florida
Work history
3 years of industry experience
GW Asena Pty Ltd
2022 - Present • 4 years
Melbourne
Giles Wade Private Wealth Pty Ltd
2011 - Present • 15 years
Melbourne
Disclosures
Disclosures are events advisors must report to regulators, such as customer complaints, regulatory actions, employment separations, bankruptcies, and criminal or civil proceedings. A disclosure may be pending or contested, or settled for business reasons with no admission or finding of wrongdoing.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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