Gavin Liu

Alphabet Private Wealth Pty Ltd

Silver
8 Yrs Experience
Springvale, VIC 3171
Gavin Liu has over a decade of extensive financial planning, accounting, and mortgage finance experience. Alphabet Private Wealth offers bespoke, tailored retirement and pre-retirement strategies, SMSF, investing, debt structure and personal insurance advice that puts clients needs first - every time. Alphabet Private Wealth also helps referral partners to deliver comprehensive financial services to its' client and help referral partners to improve client retention rate as well as increase revenue.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 7
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Alphabet Private Wealth Pty Ltd

45 Moishe Circuit
Springvale, VIC 3171

Opening hours

  • 10:00am – 2:00pm Saturday
  • 9:00am – 6:00pm Monday – Friday

Licensed by

Bluewater Financial Advisors Pty Ltd

AFSL 411846

4.90
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—7 of 7

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5.00

"Gavin was amazing and great to do our review with. I am also keen to see how we can implement some of the strategies and suggestions that were presented at the meeting. The Road map reviews are a great way to gain reassurance that our future goals are being monitored, supported and facilitated. Gavin was wonderful, he listened and presented options for us to consider as well as support to ensure we are maximising our future options."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We highly commend and appreciate Gavin's service to us and extremely happy with his team. We can see how it will benefit my future circumstances. We've had numerous financial 'events' pop up throughout the planning process and Gavin has always responded in a timely and positive manner, working the new situation into the plan.  Thanks for all your hard work."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We cannot fault the process with Gavin, our advice was spot on and we could not be happier with the result. The meetings are well organised and everything was explained to us in layman terms. The implementation process also very straightforward. We are very thankful and happy with the results"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thank you for your service and keep it up because good service is what's lacking these days with big companies. You provide valuable information, provide amazing advice and always on top of any changes happening in the economy, I’m pleased with the performance of my investments all thanks to you."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Awesome financial advice with great team and service!! I strongly recommended Gavin and his team."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gavin has given me advice in areas including budgeting, cash flow management, and super investment. Gavin was able to explain things to me in a clear way. Through Gavin's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Gavin's full care and attention when I needed it"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Gavin Liu profile photo

Gavin Liu responded on April 2020

"Thank you Jason for your review!"

Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2013

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2012

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2007

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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