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Jason Xu, AFP®

Financial Planner, Sydney

Jason has been working as a financial planner since 2011.

As a representative of First State Super Financial Services, Jason’s business philosophy is to provide quality financial advice with a high level of care and professionalism.

Jason is well placed to guide you towards realising a secure and rewarding financial future.

Jason Xu is a representative of First State Super Financial Services Pty Ltd – Australian Financial Services Licence No. 240019.

Qualifications
  • Financial Planner AFP® member of the Financial Planning Association of Australia 
  • Bachelor of Commerce
  • Diploma of Financial Services (Financial Planning)
  • Advanced Diploma of Financial Planning
Authorisations

Jason is authorised to provide you with advice (both general and personal) and deal in the following financial products:

  • Deposit products
  • Superannuation and Retirement Savings Accounts
  • Life insurance, including investment and risk insurance products
  • Managed investments (including Investor Directed Portfolio Services)
  • Government debentures, stocks or bonds
  • Securities