Financial Adviser · EMBLETON, WA

Philip Kim Chuan Yap

21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000281387

Philip Kim Chuan Yap is a financial adviser based in Embleton, Western Australia, with 21 years of experience in the financial services industry. Philip is currently authorised under Apex Macro Financial Group Pty. Ltd.. Philip 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 Certified Financial Planner from FPA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and 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

Registration History

Mar 2018 - Present Current
Sep 2015 - Mar 2018 Ceased
Jun 2014 - Jul 2015 Ceased
Mar 2009 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register