Sean Yeo
Apex Financial Planning
Silver
9 Yrs Experience
Southport, QLD 4215
I am a strong believer that with advice, you can be in a better place. My duty is to help clients ask the right questions, to find their own answers to put them in a better position. Do contact me to have a chat on 0478 935 009 or seany@cfpa.com.au
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
-
Adviser status
Silver
- Rating
- Number of reviews 3
- First year providing advice 2013
- Years of experience 9
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
Apex Financial Planning
Unit 6, 9 Frinton StSouthport, QLD 4215
Opening hours
- 9:00am – 6:00pm Monday – Friday
Licensed by
Capital Financial Planning Wa Pty Ltd
AFSL 523344
5.00
3 Reviews
5
4
3
2
1
Sort by
Bennet, 56 - 65 years, Jane Brook, WA
"As above, and Sean cares as well."
- Superannuation
- Insurance Protection
Paul, 56 - 65 years, Mount Hawthorn, WA
"Sean was extremely knowledgeable about creating an income stream for us as self funded retirees. He put in extra effort when our original plan changed, making more work for him. He did this happily. Sean is very personable and articulate. He explained things clearly and made us feel very confident in him. I would be happy to refer him to family and friends. Thankyou Sean."
- Superannuation
- Retirement & Pension
- Cashflow & Income
Philip, 56 - 65 years, Clarkson, WA
"Treated with respect at all times, Sean became a friend rather than an advisor."
- Superannuation
- Self Managed SuperFunds
- Expat Finance
My clients have reviewed me based on the following areas of advice
- Superannuation
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Cashflow & Income
- Expat Finance
Qualifications & Training
Cavendish and ICFS Specialist SMSF Course
- Level
- 0 - Training / Exam / Other
- Institution
- University of Adelaide (UOA)
- Completed
- 2013
Bachelor of Arts
- Level
- 7 - Bachelor Degree
- Institution
- Murdoch University
- Completed
- 2000
Diploma of Financial Planning (1-8)
- Level
- 5 - Diploma
- Institution
- Monarch Institute
- Completed
- 2012
Advanced Diploma of Financial Planning
- Level
- 6 - Advanced Diploma, Associate Degree
- Institution
- Monarch Institute
- Completed
- 2014
Certified Financial Planner (CFP)
- Level
- 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
- Institution
- Financial Planning Association of Australia (FPA)
- Completed
- 2018
Professional Memberships
Financial Planning Association of Australia (FPA)
- Membership type
- Certified Financial Planner
- Opinion
- Services
- Comment
- Questions
- Details
Give your opinion
How often could you clearly understand Sean's advice and their explanation of how it fitted your needs?
Provide a score
between 1 and 5 stars
How often was Sean able to give you full care and attention when you've needed help?
Provide a score
between 1 and 5 stars
How confident are you that Sean's knowledge and experience was broad enough to allow them to choose the best options for your needs?
Provide a score
between 1 and 5 stars
How likely would you be to recommend Sean to friends and family?
Provide
a score between 1 and 5 stars
What is your current relationship with Sean?
Choose a relationship
What areas were you advised in?
Choose all relevant areas where Sean provided advice
Choose at least 1
relevant area
Add your review comment
A few questions about you
Which best describes you?
Select one of these options
How would you rate your financial knowledge? (optional)
Which age bracket are you in?
Select your age bracket
Your details
Thank you for your review!
Please allow up to 72 hours for your review to be visible on the site.