Financial Adviser
· SYDNEY, NSW
Grace Xiao Fen Bacon
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272735
Grace Xiao Fen Bacon is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Grace is currently authorised under Rsm Financial Services Australia Pty Ltd. Grace 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 Certified Financial Planner from Deakin University. Grace is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce
Sydney University
2002
Certified Financial Planner
Deakin University
2010
Margin Lending
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Global Executive MBA
University of Sydney
2025
Commercial Law
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register