Financial Adviser
· MELBOURNE, VIC
Xiaoli Wang
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272513
Xiaoli Wang is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Xiaoli is currently authorised under Advice Assist Australia. Xiaoli holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Xiaoli's qualifications include a Master of Accounting from Central Queensland University. Xiaoli is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and The Tax Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce (With Honours)
University of Melbourne
2004
Bachelor of Commerce
University of Melbourne
2004
Master of Accounting
Central Queensland University
2010
Chartered Accountants Program
Chartered Accountants Australia and New Zealand (CA)
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register