Financial Adviser
· MELBOURNE, VIC
Xiao Jie Wang
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004744
Xiao Jie Wang is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry. Xiao is currently authorised under First Samuel Limited. Xiao 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 Advice Association of Australia. Xiao is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2013
Advanced Diploma of Financial Planning
Kaplan Professional Education
2016
Certified Financial Planner
Financial Advice Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education
2025
SMSF Specialist Adviser
SMSF Association