Financial Adviser
· SYDNEY, NSW
Xiaodan Lin
No disciplinary history on record with ASIC
SYDNEY,
NSW
3
Years experience
ASIC Registered · ADV 001298746
About Xiaodan Lin
Xiaodan Lin is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry since 2023. Xiaodan is currently authorised under David W Lee & Associates, operating through David W Lee & Associates. Xiaodan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Xiaodan holds a Graduate Diploma of Financial Planning from Kaplan Professional. Xiaodan is a member of Chartered Financial Analyst Institute (CFA Institute).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2022
Graduate Diploma of Financial Planning
Kaplan Professional