PHILIP KIM CHUAN YAP (Adviser# 000281387) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is March 28, 2018.
Register Name | Financial Advisers |
Adviser Name | PHILIP KIM CHUAN YAP |
Adviser Number | 000281387 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2005 |
Financial Service (AFS) Licence |
Licence# 000498715 APEX MACRO FINANCIAL GROUP PTY. LTD. |
Adviser Start Date | 2018-03-28 |
Appointing Representative Name | APEX MACRO FINANCIAL GROUP PTY. LTD. |
Appointing Representative Number | 000498715 |
Memberships | Financial Planning Association of Australia (FPA) |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Commerce (Financial Planning) | Curtin University of Technology |
Certified Financial Planner | FPA |
Margin lending and Geared Investments | Kaplan |
Self Managed Superannuation Funds | Tribeca |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000498715 | APEX MACRO FINANCIAL GROUP PTY. LTD. | 2018-03-28 - | APEX MACRO FINANCIAL GROUP PTY. LTD. |
000232595 | HSBC BANK AUSTRALIA LIMITED | 2015-09-30 - 2018-03-23 | HSBC BANK AUSTRALIA LIMITED |
000238098 |
CITIGROUP PTY LIMITED
Licence controlled by: Citi Investments Bahamas Limited ~ Citi Overseas Holdings Bahamas Limited |
2014-06-16 - 2015-07-31 | CITIGROUP PTY LIMITED |
000238478 |
FUTURO FINANCIAL SERVICES PTY LTD
Licence controlled by: HIGHFIELD GROUP PTY LTD |
2009-03-01 - 2014-06-01 |
Licence Name | APEX MACRO FINANCIAL GROUP PTY. LTD. |
Licence Number | 000498715 |
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Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
Jurisdiction | Australia |
Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.