Sean Yeo

Apex Financial Planning

Silver

9 Yrs Experience

Southern River, WA 6110

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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

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 September 2021

As above, and Sean cares as well.

5.00 August 2020

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.

5.00 July 2019

Treated with respect at all times, Sean became a friend rather than an advisor.

Adviser status Silver
Rating 5.00
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

44 Yangtze Ave
Southern River, WA 6110

9:00am – 6:00pm Monday – Friday

Capital Financial Planning Wa Pty Ltd

AFSL 523344

Sean Yeo

Apex Financial Planning

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Apex Financial Planning

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Capital Financial Planning Wa Pty Ltd