Financial Adviser
· WHYALLA STUART, SA
Richard Yap
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000234935
Richard Yap is a financial adviser based in Whyalla Stuart, South Australia, with 31 years of experience in the financial services industry. Richard is currently authorised under Lifespan Financial Planning Pty Ltd. Richard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Arts in Accountancy from Whyalla, South Australian Institute of Technology. Richard is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1986
Bachelor of Arts in Accountancy
Whyalla, South Australian Institute of Technology
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan