Jettie Fan
Financial Adviser
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About
Xiaodi Fan is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a strong foundation in accounting and finance, Xiaodi brings a wealth of knowledge and experience to every client relationship. Xiaodi holds a Bachelor of Commerce (Accounting and Finance) from the University of Queensland and completed the Chartered Accountant Program with the Institute of Chartered Accountants in Australia. Furthering her expertise in self-managed super funds (SMSFs), Xiaodi has completed the Cavendish ICFS Specialist SMSF Course and the Specialist Adviser Accreditation Program with the SMSF Association. Committed to maintaining the highest ethical standards, Xiaodi also completed Ethics and Professional Relationships training at QUT. As an authorised financial adviser, Xiaodi provides expert guidance on a range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. She is a member of the SMSF Association and The Institute of Chartered Accountants, underscoring her commitment to professionalism and ongoing development. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • SMSF advice Ready to take control of your financial future? Contact Xiaodi today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Xiaodi Fan provide?
Xiaodi specialises in superannuation advice, insurance, wealth management, investment life insurance, life risk insurance, securities and government debt securities. She provides tailored advice based on your unique circumstances and financial goals.
What are Xiaodi Fan's qualifications?
Xiaodi holds a Bachelor of Commerce (Accounting and Finance) from the University of Queensland, is a Chartered Accountant, and has completed specialist training in SMSFs through Cavendish and the SMSF Association. She has also completed ethics training at QUT.
What is the process for working with Xiaodi Fan?
The process typically starts with an initial consultation to understand your financial situation and goals. Following this, Xiaodi will develop a personalised financial strategy and provide ongoing support to help you achieve your objectives.
What can I expect from a consultation with Xiaodi Fan?
During a consultation, you can expect a thorough assessment of your current financial situation, a discussion of your financial goals, and a clear explanation of the strategies and products that may be suitable for you. Xiaodi prioritises clear communication and building long-term relationships with her clients.
Why should I choose an ASIC-registered financial advisor?
ASIC-registered financial advisors are held to high professional standards and are required to act in your best interests. Choosing an ASIC-registered advisor like Xiaodi Fan provides assurance that you are receiving competent and ethical advice.
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