XIAODI FAN
Financial Adviser Β· Brisbane, QLD
π 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
π’ Professional Memberships
SMSF Association
The Institute of Chartered Accountants
βΉοΈ 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.