Xavier

Lo

I am a senior Financial Advisor at FinancialAdvisor.com.au, having been with the company for over 10 years. Having been within the finance industry since completing my degree in Applied Finance, I started off in investment banking with firms such as Deutsche Bank and Macquarie Bank before seeking out a career that was more personally fulfilling.

After fielding many questions from family and friends about what to do with their money, I found that there was a disconnect between what I was doing with the larger companies and what was actually useful for everyone on an individual level. And that’s what led me in to Financial Planning, where I could develop the skill set to actually help the people around me, starting with my family and friends, which then branched out to their family, and anybody
else who needed help with this vital but “not taught to everybody at school” part of life.

I am passionate about helping everybody gain confidence and clarity on their financial direction in life. I take great pride in watching my clients meet their goals, or make financial strides that they never believed they could, or simply make a financial decision that was too daunting for them previously, which is why I have stayed with FinancialAdvisor.com.au for so long – the company’s vision aligns with my own.

My interests outside of finance include my dogs, soccer (or football for the purists – I play local league outdoor during the winter season, and avidly follow Serie A based team AS Roma), food/cooking (which expanded to gardening/growing produce during Covid lockdowns), and my wife and two young children.

I know how important and comforting it is to have control and greater certainty over your financial direction in life, and having helped my clients, my parents, my siblings, my friend’s, their parents, younger family members, and my own young family, I know that control over your finances is important no matter what stage of life you’re in. So if you are after Financial Advisors that will listen to your needs and provide understanding as well as advice, arrange a meeting so that we can explain how we can help.