Meet Bernice Xie

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

Additionally, she leverages her extensive knowledge to provide personalized advice, ensuring that clients receive the best possible outcomes. In fact, her commitment to continuous learning and professional development enables her to stay updated with the latest financial trends and regulations, thereby enhancing the quality of her advice.

Moreover, Bernice’s dedication to her clients is evident in her proactive approach and attention to detail, which helps build long-lasting relationships based on trust and mutual respect. As a result, she has successfully guided numerous clients towards financial security and prosperity. Ultimately, her blend of experience, expertise, and client-focused approach makes her a valuable asset to Solomons Wealth Management.