XIAODI FAN

Financial Adviser Β· Brisbane, QLD

Registered

Registration Number

001255205

Registration Status

Registered

Location

Brisbane, QLD 4000

Providing Advice Since

2017

Registration Date

05/06/2017

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

πŸ“š Qualifications & Training

2006 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - University of Queensland
2010 - Chartered Accountant Program - Other - Institute of Chartered Accountants in Australia
2014 - Cavendish ICFS Specialist SMSF Course - Other - Cavendish
2014 - Specilalist Adviser Accreditation Program - Other - SMSF Association
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT

🏒 Professional Memberships

SMSF Association
The Institute of Chartered Accountants

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.