Jason Xu Financial Planner Report

Name:
Jason Xu

Rep Number:
001004095

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2017-02-13 onwards

Licensee
Name:

Number:
000240019

ABN:
37 096 452 318

Controlled By:

Appointed By
Name:
First State Super Financial Services Pty Ltd

Licence Number:
000240019

ABN:
37 096 452 318

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Mentor Education / RG146
Advanced Diploma of Financial Planning
University of New South Wales
Bachelor of Commerce
Mentor Education / RG146
Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)