WAI YEE TANG
Financial Adviser · Perth, WA
📚 Qualifications & Training
2004 - Bachelor of Commerce (Banking and Finance) - Bachelor Degree (AQF 7) - Curtin University
2009 - Master of Commerce (Economics and Finance) - Masters Degree (AQF 9) - Curtin University
2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2020 - SuperConcepts Specialist SMSF Course - Other - University of Adelaide
2025 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
2026 - FPE011 Debt Strategies - Other - Kaplan Higher Education Pty Limited
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.