Financial Adviser
· NORTH SYDNEY, NSW
Roland Xu
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001305902
Roland Xu is a financial adviser based in North Sydney, New South Wales, with 2 years of experience in the financial services industry. Roland is currently authorised under Dirigere Advisory Pty Limited. Roland holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Applied Finance and Actuarial Studies from Macquarie University. Roland is a member of Mortgage and Finance Association of Australia (MFAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2020
Diploma of Finance and Mortgage Broking
Kaplan
2021
Bachelor of Applied Finance and Actuarial Studies
Macquarie University
2023
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register