Zongqi Xie
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001245920
- Location
- Perth WA 6000
- Licensee
- Avalonfs Pty Ltd (AFSL 437518)
- Authorised since
- 29 June 2026
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce (Accounting), Curtin University of Technology (2006); Diploma of Finance and Mortgage Broking Management, AAMC Training Group (2016); Diploma of Financial Planning, Integrity Education Group (2016); Diploma of Financial Services, Integrity Education Group (2016); CPA Program, CPA Australia (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- 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 Zongqi Xie
Zongqi Xie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Perth, Western Australia (adviser number 001245920).
The licensee Zongqi advises under is Avalonfs Pty Ltd (AFS licence 437518). That authorisation dates from 29 June 2026.
According to the register, Zongqi first provided financial advice in 2016. The qualifications listed for Zongqi include Bachelor of Commerce (Accounting) (Curtin University of Technology, 2006), Diploma of Finance and Mortgage Broking Management (AAMC Training Group, 2016) and Diploma of Financial Planning (Integrity Education Group, 2016). Zongqi is recorded as a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Zongqi 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 Zongqi Xie a registered financial adviser?
Yes. Zongqi Xie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001245920.
Which licensee does Zongqi Xie work under?
Avalonfs Pty Ltd, Australian financial services licence 437518.
What can Zongqi Xie 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.