LARISSA XIE
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
2019 - Bachelor of Commerce (Finance and Information Systems) - Bachelor Degree (AQF 7) - University of New South Wales
2019 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of New South Wales
2022 - Master of Financial Planning - Masters Degree (AQF 9) - University of New South Wales
2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2024 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2024 - Margin Lending Specialist - Other - Kaplan Professional
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.