PHILIP KIM CHUAN YAP


Licensee: APEX MACRO FINANCIAL GROUP PTY. LTD.

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.

Adviser Overview

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)

Authorisations to provide financial product advice

  • PHILIP KIM CHUAN YAP
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Excluding IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name APEX MACRO FINANCIAL GROUP PTY. LTD.
Licence Number 000498715

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Dataset Information


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.