Financial Adviser
· INGLEWOOD, WA
Phyllis Kit Yi Tam
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001240191
Phyllis Kit Yi Tam is a financial adviser based in Inglewood, Western Australia, with 10 years of experience in the financial services industry. Phyllis is currently authorised under Merit Wealth Pty Ltd. Phyllis holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Banking and Finance) from Curtin University of Technology. Phyllis is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Business (Banking and Finance)
Curtin University of Technology
1997
Graduate Diploma of Business (Professional Accounting)
Edith Cowan University
2002
Certified Practicing Accountants (CPA) Australia Program
CPA Australia
2002
Policy Statement 146
CPA Australia
2016
Self-Managed Superannuation Funds
AAMC Training Group
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education