XIREN WAN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2001 - Master of International Business - Masters Degree (AQF 9) - University of Western Sydney
2002 - Master of Applied Finance - Masters Degree (AQF 9) - University of Western Sydney
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2020 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
Financial Advice Association of Australia (FAAA)
MFAA - Mortgage & Finance Association of Australia
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.