Financial Adviser · PERTH, WA

Wai Yee Tang

14 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001003355

Wai Yee Tang is a financial adviser based in Perth, Western Australia, with 14 years of experience in the financial services industry. Wai is currently authorised under Charter Financial Planning Limited. Wai 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 Master of Commerce (Economics and Finance) from Curtin University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Bachelor of Commerce (Banking and Finance)

Curtin University

2009

Master of Commerce (Economics and Finance)

Curtin University

2012

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2020

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2020

SuperConcepts Specialist SMSF Course

University of Adelaide

2025

MAI769 Ethics for Financial Services

Ethics - Deakin University

2026

FPE011 Debt Strategies

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Oct 2023 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Hillross Financial Services Limited

Nov 2020 - Oct 2023 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Viridian Advisory Pty Ltd

Jul 2019 - Oct 2020 Ceased

Self Managed Superannuation Funds

Westpac Banking Corporation

Dec 2012 - Jun 2019 Ceased

Excluding Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register