Xiao Jie Wang
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004744
- Location
- Melbourne VIC 3000
- Licensee
- First Samuel Limited (AFSL 225405)
- Authorised since
- 28 June 2021
- First provided advice
- 2013
- Qualifications
- Advanced Diploma of Financial Planning, Kaplan Professional Education (2013); Certified Financial Planner, Financial Advice Association of Australia (2016); Ethics and Professionalism in Financial Advice, Kaplan (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education (2021); SMSF Specialist Adviser, SMSF Association (2025)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Xiao Jie Wang
Xiao Jie Wang is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001004744.
Xiao provides advice as an authorised representative of First Samuel Limited, which holds Australian financial services licence 225405. That authorisation dates from 28 June 2021.
According to the register, Xiao first provided financial advice in 2013. Qualifications and training on file include Advanced Diploma of Financial Planning (Kaplan Professional Education, 2013), Certified Financial Planner (Financial Advice Association of Australia, 2016) and Ethics and Professionalism in Financial Advice (Kaplan, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
Xiao is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Xiao Jie Wang a registered financial adviser?
Yes. Xiao Jie Wang is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004744.
Which licensee does Xiao Jie Wang work under?
First Samuel Limited, Australian financial services licence 225405.
What can Xiao Jie Wang give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.