JING XU
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2012 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University
2012 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Monash University
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2016 - CFP1 FPA Professionalism - Other - Financial Advice Association Australia
2017 - CFP4 Investment Strategies - Other - Financial Advice Association Australia
2018 - Tier 1 Securities and Managed Investments - Personal Advice - Other - Kaplan Higher Education Pty Limited
2019 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2025 - Graduate Diploma of Financial Planning. - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.