Xiaoyin Xue
Financial Adviser in Bundall, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001233172
- Location
- Bundall QLD 4217
- Licensee
- Industry Fund Services Limited (AFSL 232514)
- Authorised since
- 19 August 2022
- First provided advice
- 2014
- Qualifications
- Master of Business (Finance), Bond Univeristy (2013); Advanced diploma in financial advice, Kaplan Professional (2015); Self Managed Superannuation Funds, Mentor Education (2015); Certified Financial Planner, Financial Planning Association (2018); Ethics and professionalism in financial advice, Kaplan Professional (2019)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Restriction
- excluding Self Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Xiaoyin Xue
Xiaoyin Xue is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bundall, Queensland (adviser number 001233172).
The licensee Xiaoyin advises under is Industry Fund Services Limited (AFS licence 232514). The current authorisation started on 19 August 2022.
According to the register, Xiaoyin first provided financial advice in 2014. The qualifications listed for Xiaoyin include Master of Business (Finance) (Bond Univeristy, 2013), Advanced diploma in financial advice (Kaplan Professional, 2015) and Self Managed Superannuation Funds (Mentor Education, 2015).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “excluding Self Managed Superannuation Funds.”
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Questions people ask
Is Xiaoyin Xue a registered financial adviser?
Yes. Xiaoyin Xue is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001233172.
Which licensee does Xiaoyin Xue work under?
Industry Fund Services Limited, Australian financial services licence 232514.
What can Xiaoyin Xue 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. It also records this restriction: "excluding Self Managed Superannuation Funds."