Financial Adviser
· SYDNEY, NSW
Xavier Lo
No disciplinary history on record with ASIC
SYDNEY,
NSW
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251756
About Xavier Lo
Xavier Lo is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry since 2017. Xavier is currently authorised under Australian Financial Advisory Group. Xavier holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Xavier's qualifications include a Master of Applied Finance from Macquarie University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Applied Finance
Macquarie University
2010
Master of Applied Finance
Macquarie University
2014
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2026
Commercial Law
Regulation & Legal Obligations - Kaplan
Registration History
Source: ASIC Financial Advisers Register