Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Xiren Wan

15 Years experience
Tax advice
authorised
Currently at
Interprac Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 000401798

Xiren Wan is a financial adviser based in Sydney, New South Wales, with 15 years of experience in the financial services industry. Xiren is currently authorised under Interprac Financial Planning Pty Ltd. Xiren 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 Financial Planning Association of Australia. Xiren is a member of CFP - Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and MFAA - Mortgage & Finance Association of Australia.

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

2001
Master of International Business
University of Western Sydney
2002
Master of Applied Finance
University of Western Sydney
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2018
Certified Financial Planner
Financial Planning Association of Australia
2020
Accredited Aged Care Professional Program
Aged Care Steps
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Interprac Financial Planning Pty Ltd
Oct 2020 - Present Current
Akumin Financial Planning Pty Limited
Mar 2011 - Oct 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register