csr
:: Home > Financial Planning > Brandon Yip ::ref
adviser
Name
Brandon Yip

Contact Details
T: (08) 8139 1194
E: byip@edwardsmarshall.com.au


Professional Qualifications
  • Bachelor of Science (Math Sciences) – University of Adelaide
  • Ph. D. Applied Physics – Yale University
  • Master of Business Administration (Technology) – APESMA/Deakin University
  • Diploma of Financial Planning
  • Certified Financial Planner™
  • Self Managed Superannuation Funds - course completed

Professional Appointments

  • Authorised Representative of Lonsdale Financial Group Ltd
  • CFP® Member, Financial Planning Association

Previous Appointments

  • Authorised Representative, Grosvenor Securities
  • Project Manager & Research Scientist, Sola Optical
  • Research Associate, Stanford University/University of Heidelberg/Ecole Centrale de Paris
Employment History

Prior to joining the financial services industry, Brandon was a research scientist and engineer, having studied and worked overseas at a number of research institutions in the USA, France and Germany.  Brandon returned to Adelaide and spent a number of years at Sola Optical, both in R&D as a Research Scientist and in manufacturing, as a Project Manager.

Brandon took the opportunity to change careers in March 2004 and entered the financial planning industry as a paraplanner in a small financial planning practice.  He joined Edwards Marshall Financial Solutions in November 2005 and became an Authorised Representative of Lonsdale Financial Group Ltd in June 2006.

Brandon qualified as a Certified Financial Planner™ in January 2009 and placed in the Top 10 in Australia for the Financial Review Smart Investor MasterClass for Financial Planning 2009.

Specialist Areas

Brandon is a qualified financial adviser.  Brandon aims to maximise financial advantages for clients through tax planning, superannuation strategies, Centrelink eligibility, fee minimisation and anything else he can think of!  He enjoys obtaining financial benefits for clients almost as much as the clients do themselves!


bulletback to financial planning
Professional Qualifications
Professional and Honorary Appointments

Home : Services : Our People : News : Careers : Contact : Tax Planner

This web site has been prepared for the information of clients of Edwards Marshall.
It contains brief comments which are not intended to be a basis for decision making.
Please contact us to discuss any matters which may be relevant to your individual situation.
© 2008 Edwards Marshall

Electronic Communications Policy / Privacy Policy