Roland Xu
Financial Adviser
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About
Roland Xu is an ASIC-registered financial adviser based in North Sydney, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Roland holds a Diploma of Finance and Mortgage Broking from Kaplan (2020), a Bachelor of Applied Finance and Actuarial Studies from Macquarie University (2021), and a Graduate Diploma of Financial Planning from Kaplan (2023). His commitment to professional excellence is further demonstrated through his membership with the Mortgage and Finance Association of Australia (MFAA). Roland is authorised to provide advice on a broad range of financial products, ensuring his clients receive holistic guidance tailored to their unique needs. This includes superannuation advice, insurance solutions, wealth management strategies, and comprehensive retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key Services: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Roland can provide the expert advice you need. Contact Roland today for a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Roland Xu offer?
Roland Xu provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He can help you create a tailored plan to achieve your financial goals.
What qualifications does Roland Xu have?
Roland Xu holds a Diploma of Finance and Mortgage Broking, a Bachelor of Applied Finance and Actuarial Studies, and a Graduate Diploma of Financial Planning. He is also a member of the Mortgage and Finance Association of Australia (MFAA).
What is the process of working with Roland Xu?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Roland will then analyse your needs and develop a personalised financial plan. He will guide you through the implementation of the plan and provide ongoing support and reviews to ensure it remains aligned with your objectives.
How can wealth management advice from Roland Xu benefit me?
Wealth management advice from Roland Xu can help you grow and protect your assets, optimise your investment strategies, and plan for your long-term financial security. He can provide tailored solutions to help you achieve your financial goals, whether you are saving for retirement, purchasing a home, or planning for your family's future.
What should I expect during my first meeting with Roland?
During your first meeting with Roland, you can expect a friendly and professional discussion about your financial goals, current financial situation, and any concerns you may have. He will explain his approach to financial planning and answer any questions you have. The goal is to establish a clear understanding of your needs and determine how he can best assist you.
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