Financial Adviser
· MELBOURNE, VIC
Jing Xu
No disciplinary history on record with ASIC
MELBOURNE,
VIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002560
About Jing Xu
Jing Xu is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry since 2014. Jing works at MacQuarie Bank, which is licensed through MacQuarie Bank Limited. Jing holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jing's qualifications include a CFP1 FPA Professionalism from Financial Advice Association Australia. Jing 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
2012
Bachelor of Business (Accounting)
Monash University
2012
Bachelor of Business (Banking & Finance)
Monash University
2013
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
CFP1 FPA Professionalism
Financial Advice Association Australia
2017
CFP4 Investment Strategies
Financial Advice Association Australia
2018
Tier 1 Securities and Managed Investments
Other - Kaplan Higher Education Pty Limited
2019
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2025
Graduate Diploma of Financial Planning.
Kaplan Higher Education Pty Limited
Registration History
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Restricted to providing personal advice to First State Super members in relation to their interest in First State Super only.
Source: ASIC Financial Advisers Register