Wai Yee Tang
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003355
- Location
- Perth WA 6000
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 16 October 2023
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce (Banking and Finance), Curtin University (2004); Master of Commerce (Economics and Finance), Curtin University (2009); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2012); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2020); SuperConcepts Specialist SMSF Course, University of Adelaide (2020); MAI769 Ethics for Financial Services, Deakin University (2025); FPE011 Debt Strategies, Kaplan Higher Education Pty Limited (2026)
- 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, standard margin lending
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Wai Yee Tang
On the Financial Advisers Register kept by ASIC, Wai Yee Tang appears as a current financial adviser in Perth, Western Australia, adviser number 001003355.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 16 October 2023.
According to the register, Wai first provided financial advice in 2012. Qualifications and training on file include Bachelor of Commerce (Banking and Finance) (Curtin University, 2004), Master of Commerce (Economics and Finance) (Curtin University, 2009) and Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2012).
Wai is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Wai Yee Tang a registered financial adviser?
Yes. Wai Yee Tang is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003355.
Which licensee does Wai Yee Tang work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Wai Yee Tang 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; standard margin lending. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."