Mario Xu

Mario Xu

CFP®, M.Comm (Finance), BA Econ, AdvDipFS


02 9221 1555

Technical Services Manager

Mario joined our business in 2017 as Technical Services Manager and has over 12 years experience in senior paraplanning roles. He has a Master of Commerce degree majoring in Finance from University of Sydney and a Bachelor of Economics from Nankai University in China, as well as an Advanced Diploma in Financial Services. Mario became a Certified Financial Planner® in 2011 and is a member of the Financial Planning Association of Australia.


  • Certified Financial Planner®
  • Master of Commerce (Finance), University of Sydney
  • Bachelor of Economics, Nankai University China
  • Advanced Diploma in Financial Services