Financial Adviser
· SUBIACO, WA
Wae Tat Yap
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000396485
Wae Tat Yap is a financial adviser based in Subiaco, Western Australia, with 14 years of experience in the financial services industry. Wae is currently authorised under Wealth Today Pty Ltd. Wae 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 Commerce from Curtin University of Technology.
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
2004
Bachelor of Commerce
Curtin University of Technology
2008
Chartered Accountant Program
Chartered Accountants Australia and New Zealand
2011
Diploma of Financial Services (Financial Planning)
AAMC Training Group
2020
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
2020
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education Pty Limited
2023
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited