Data sourced from ASIC Financial Advisers Register
Financial Adviser · GAWLER, SA

Min Xia

4 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001294828

Min Xia is a financial adviser based in Gawler, South Australia, with 4 years of experience in the financial services industry. Min is currently authorised under Capstone Financial Planning Pty Ltd. Min 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 Graduate Diploma of Financial Planning from Kaplan Professional. Min 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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)

Authorised to provide tax financial advice services

Qualifications and Training

2004
Applied Economics
Adelaide University
2020
Economic and Legal Context for Financial Planning
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2021
Tax and Commercial Law for Financial Planning
Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Dec 2025 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)
Industry Fund Services Limited
Nov 2023 - Dec 2025 Ceased
IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement
Zurich Assure Australia Pty Limited
Jul 2023 - Sep 2023 Ceased
EASTWOODS WEALTH MANAGEMENT PTY LTD
Jan 2022 - Jun 2023 Ceased
Not authorised for Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register