Bernice Xie CFP®

Associate Director

Phone +61 431 408 668

Biography

A Certified Financial Planner (CFP®) with a financial planning and tax background, Bernice brings over 8 years of Financial Services experience to Solomons Wealth Management. She has been a trusted advisor since 2015 with a deep understanding of investments, superannuation, SMSF, insurance and estate planning and has previously worked at leading institutions including Macquarie Group, KPMG and Commonwealth Bank of Australia. Bernice is passionate about helping clients achieve their goals by utilising optimal strategies and endeavours to always act in their best interests.

 

AR (#001236432) of PGW Financial Services Pty Ltd AFSL 384713

Qualifications & Memberships

  • Bachelor of Commerce (B.Com) - Macquarie University
  • Advanced Diploma of Financial Planning - Kaplan Professional
  • Certified Financial Planner (CFP®) - Financial Planning Association (FPA)

Language Capabilities

English, Mandarin

Favourite Quote

“Don’t give up on your dreams, or your dreams will give up on you”

– John Wooden