Financial Adviser
· BRISBANE, QLD
Jialu Xu
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001264526
Jialu Xu is a financial adviser based in Brisbane, Queensland, with 8 years of experience in the financial services industry. Jialu is currently authorised under Unisuper Management Pty. Ltd.. Jialu 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 International Business from La Trobe University. Jialu 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
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of International Business
La Trobe University
2018
Diploma of Financial Planning
Monarch Institute
2019
Ethics and professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Graduate diploma in financial planning
Kaplan Professional