Financial Adviser
· SYDNEY, NSW
Wen Xie
No disciplinary history on record with ASIC
11
Years experience
ASIC Registered · ADV 001236432
Wen Xie is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Wen is currently authorised under Pgw Financial Services Pty Ltd. Wen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Bachelor of Commerce (Professional Accounting) from Macquarie University.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Qualifications and Training
2012
Bachelor of Commerce (Professional Accounting)
Macquarie University
2014
Diploma of Financial Planning
Mentor Education
2018
Advanced Financial Planning
Kaplan Professional
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register