ZONGQI XIE
Financial Adviser · Perth, WA
📚 Qualifications & Training
2006 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Curtin University of Technology
2016 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - AAMC Training Group
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
2016 - Diploma of Financial Services - Diploma (AQF 5) - Integrity Education Group
2020 - CPA Program - Professional Designations - CPA Australia
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CPA Australia (CPA)
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.