Financial Adviser
· PERTH, WA
Zongqi Xie
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245920
Zongqi Xie is a financial adviser based in Perth, Western Australia, with 10 years of experience in the financial services industry. Zongqi is currently authorised under Interprac Financial Planning Pty Ltd. Zongqi 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 Commerce (Accounting) from Curtin University of Technology. Zongqi is a member of CPA Australia (CPA) and 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce (Accounting)
Curtin University of Technology
2016
Diploma of Finance and Mortgage Broking Management
AAMC Training Group
2016
Diploma of Financial Planning
Integrity Education Group
2016
Diploma of Financial Services
Integrity Education Group
2020
CPA Program
CPA Australia
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
Source: ASIC Financial Advisers Register