Financial Adviser
· SYDNEY, NSW
Andrew John Yeates
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000319158
Andrew John Yeates is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry. Andrew is currently authorised under Personal Financial Services Ltd. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Planning from Mentor Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Managed Investments and Shares
Financial Services Training & Assessment Pty Ltd
2009
Australian Taxation System and Financial Strategies
Financial Services Training & Assessment Pty Ltd
2012
Diploma of Financial Services
Pinnacle
2016
Advanced Diploma of Financial Planning
Mentor Education
2016
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
Registration History
Direct Equities excludes direct equities advice
Direct Equities - excludes advice on direct equities
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register