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 financial advisor at GW Asena Pty Ltd with three years of industry experience. She holds a Series 65 designation and has been with GW Asena Pty Ltd since 2022. She is also CEO and Executive Director of Giles Wade Private Wealth Pty Ltd, an Australian licensed securities and advisory firm. GW Asena Pty Ltd is an SEC-registered investment adviser serving high-net-worth individuals, corporations, pension plans, charitable organizations, estates, and trusts. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers both passive and active investment strategies alongside financial planning, tax advice, and other consulting services.
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
Fee options
Fixed fees for services other than portfolio management range from $10,000 to $100,000+ depending on scope and complexity
$0 - $1,000,000: 2% $1,000,001 - $5,000,000: 1.5% $5,000,001+: 1%
Commissions on sale of securities and insurance products charged separately when applicable; investment adviser representatives receive commissions for insurance product sales and for securities sales as registered representatives of a related broker-dealer
Account minimum: $200,000 Minimum fee: Minimum fee-for-service for fixed or bundled services is $10,000 annually if ongoing
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 include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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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