Xiren Wan
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000401798
- Location
- Sydney NSW 2000
- Licensee
- Avalonfs Pty Ltd (AFSL 437518)
- Authorised since
- 13 May 2026
- First provided advice
- 2011
- Qualifications
- Master of International Business, University of Western Sydney (2001); Master of Applied Finance, University of Western Sydney (2002); Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Certified Financial Planner, Financial Planning Association of Australia (2018); Accredited Aged Care Professional Program, Aged Care Steps (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA); MFAA - Mortgage & Finance Association of Australia
- 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 Xiren Wan
Xiren Wan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000401798).
Xiren provides advice as an authorised representative of Avalonfs Pty Ltd, which holds Australian financial services licence 437518. That authorisation dates from 13 May 2026.
According to the register, Xiren first provided financial advice in 2011. The qualifications listed for Xiren include Master of International Business (University of Western Sydney, 2001), Master of Applied Finance (University of Western Sydney, 2002) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011). Xiren is recorded as a member of CFP – Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and MFAA – Mortgage & Finance Association of Australia.
Xiren 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 Xiren Wan a registered financial adviser?
Yes. Xiren Wan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000401798.
Which licensee does Xiren Wan work under?
Avalonfs Pty Ltd, Australian financial services licence 437518.
What can Xiren Wan 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.