Financial Adviser
· SYDNEY, NSW
Xiao Fei Max Song
No disciplinary history on record with ASIC
SYDNEY,
NSW
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001289398
Xiao Fei Max Song is a financial adviser based in Sydney, New South Wales, with 5 years of experience in the financial services industry since 2021. Xiao is currently authorised under Trellan Capital. Xiao holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Xiao's qualifications include a Bachelor of Commerce in Accounting and Finance from he University of New South Wales. Xiao is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Commerce in Accounting and Finance
he University of New South Wales
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register