ASHLEY YAT KAR TAM

Financial Adviser · North Sydney, NSW

Registered

Registration Number

001316117

Registration Status

Registered

Location

North Sydney, NSW 2060

Providing Advice Since

2025

Registration Date

08/07/2025

Financial Services Licensee

COUNT FINANCIAL LIMITED

Licence #000227232

📚 Qualifications & Training

2022 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - University of New South Wales
2026 - Introduction to SMSFs - Other - Accurium Education
2026 - [2025/26] Accredited Listed Product Adviser (ALPA) - Other - Kaplan Professional

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.