Marven Yap
Client Service Officer
BFin&Bank, BEcon
What drew me to financial planning was how personal it is. It's not abstract numbers on a screen. Financial Advisers sit with someone, understand what they actually want their life to look like, and help them make decisions that get them there.
What I enjoy most is being part of the process that makes the advice work. Coordinating with super funds, insurers, investment funds, keeping clients updated, and seeing the positive impact it has on their lives.
I studied Finance & Banking and Economics at the University of Adelaide. While I was there, I was Events Director and Treasurer for the Entrepreneur Club.
I'm at the gym most days, out walking, or catching up with friends and family. I love to travel and I volunteer at church conferences, supervising and teaching the youth. And for the record, I prefer winter over summer.
Qualifications & Credentials
Bachelor of Finance & Banking, University of Adelaide
Bachelor of Economics, University of Adelaide
In the hot seat with Marven
If you could have dinner with anyone dead or alive who would it be? Why?
I’d like to have dinner with my grandparents to gain a deeper understanding of how they shaped my parents’ beliefs, values, and behaviours.
What's your favourite quote?
“If you’re going to try, go all the way. Otherwise, don’t even start.” – Charles Bukowski
The one book you recommend everyone needs to read?
How to Win Friends & Influence People by Dale Carnegie. The title sounds manipulative, but the book teaches you to be kinder and more considerate towards others.
What’s your go to karaoke song?
Beauty and a beat - Justin Bieber
If you could live in any city in the world for a year, where would it be and why?
Singapore, Shanghai or Taipei, so I can practice speaking Mandarin.