PHYLLIS KIT YI TAM
Financial Adviser · Inglewood, WA
📚 Qualifications & Training
1991 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Curtin University of Technology
1997 - Graduate Diploma of Business (Professional Accounting) - Graduate Diploma (AQF 8) - Edith Cowan University
2002 - Certified Practicing Accountants (CPA) Australia Program - Professional Designations - CPA Australia
2002 - Policy Statement 146 - Diploma (AQF 5) - CPA Australia
2016 - Self-Managed Superannuation Funds - Other - AAMC Training Group
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
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.