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- Financial Advisers Australia (FAA)
- Yew Meng Lip
Yew Meng Lip
- Name
- Yew Meng Lip
- ID
- 443637
- ABN
- –
- First Provided Advice
- 2005
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1999 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - RMIT University
- 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
- 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Charter Financial Planning Limited (#234665)
- Commenced
- March 8, 2022
- Ceased
- March 31, 2023
- Status
- Ceased
- Licence Holder
- First Mutual Australia Pty Ltd (#423710)
- Commenced
- June 2, 2025
- Ceased
- May 5, 2026
- Status
- Ceased
- Licence Holder
- Mercer Financial Advice (australia) Pty Ltd (#411766)
- Commenced
- Oct. 21, 2019
- Ceased
- Nov. 8, 2021
- Status
- Current
- Licence Holder
- Integritas Fiduciary Pty ltd (#234555)
- Commenced
- June 12, 2026
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Australia And New Zealand Banking Group Limited (#234527)
- Commenced
- Aug. 27, 2007
- Ceased
- Jan. 29, 2010
- Status
- Ceased
- Licence Holder
- Gwm Adviser Services Pty Ltd (#230692)
- Commenced
- Oct. 8, 2012
- Ceased
- Aug. 9, 2013
- Status
- Ceased
- Licence Holder
- Meritum Financial Group Pty Ltd (#245569)
- Commenced
- Feb. 14, 2011
- Ceased
- Oct. 5, 2012
- Status
- Ceased
- Licence Holder
- Perpetual Trustee Company Limited (#236643)
- Commenced
- May 16, 2017
- Ceased
- Sept. 20, 2019
- Status
- Ceased
- Licence Holder
- Securitor Financial Group Pty Limited (#240687)
- Commenced
- Aug. 12, 2013
- Ceased
- Jan. 13, 2014
- Status
- Ceased
- Licence Holder
- Strategic Financial Solutions Pty Ltd (#222828)
- Commenced
- March 1, 2010
- Ceased
- Feb. 4, 2011
- Status
- Ceased
- Licence Holder
- Strategic Financial Solutions Pty Ltd (#222828)
- Commenced
- June 26, 2004
- Ceased
- March 9, 2025
- Status
- Ceased
- Licence Holder
- Westpac Banking Corporation (#233714)
- Commenced
- Jan. 8, 2015
- Ceased
- April 6, 2017
- Status
- Ceased
- Licence Holder
- Westpac Banking Corporation (#233714)
- Commenced
- March 14, 2007
- Ceased
- July 20, 2007