Wae Tat Yap
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000396485
- Location
- Subiaco WA 6008
- Licensee
- Wealth Today Pty Ltd (AFSL 340289)
- Authorised since
- 12 July 2012
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce, Curtin University of Technology (2004); Chartered Accountant Program, Chartered Accountants Australia and New Zealand (2008); Diploma of Financial Services (Financial Planning), AAMC Training Group (2011); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education Pty Limited (2020); FPC003 Superannuation and Retirement Advice, Kaplan Higher Education Pty Limited (2020); FPE020 SMSF Regulations and Taxation, Kaplan Higher Education Pty Limited (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Wae Tat Yap
Wae Tat Yap is a financial adviser in Subiaco, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000396485.
Wae provides advice as an authorised representative of Wealth Today Pty Ltd, which holds Australian financial services licence 340289. That authorisation dates from 12 July 2012.
According to the register, Wae first provided financial advice in 2012. The qualifications listed for Wae include Bachelor of Commerce (Curtin University of Technology, 2004), Chartered Accountant Program (Chartered Accountants Australia and New Zealand, 2008) and Diploma of Financial Services (Financial Planning) (AAMC Training Group, 2011).
Wae is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Wae Tat Yap a registered financial adviser?
Yes. Wae Tat Yap is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000396485.
Which licensee does Wae Tat Yap work under?
Wealth Today Pty Ltd, Australian financial services licence 340289.
What can Wae Tat Yap give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.