PHILIP KIM CHUAN YAP
Financial Adviser · Embleton, WA
📚 Qualifications & Training
2004 - Bachelor of Commerce (Financial Planning) - - Curtin University of Technology
2004 - Self Managed Superannuation Funds - - Tribeca
2009 - Certified Financial Planner - - FPA
2010 - Margin lending and Geared Investments - - Kaplan
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.