Data sourced from ASIC Financial Advisers Register
Financial Adviser · SOUTHPORT, QLD

Yankat Naidu

SOUTHPORT, QLD
25 Years experience
ASIC Registered · ADV 001002623
Practice
Peak Pinnacle Financial
Ashmore, QLD (practice address on ASIC register)
Licensed through Lifestyle Asset Management
View practice

About Yankat Naidu

Yankat Naidu is a financial adviser based in Southport, Queensland, with 25 years of experience in the financial services industry since 2001. Yankat works at Peak Pinnacle Financial, which is licensed through Lifestyle Asset Management. Yankat holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Yankat's qualifications include a Bachelor Degree from - Waikato Polytechnic. Yankat is a member of Financial Advice Association of Australia (FAAA) and Institute of Financial Professionals Australia (IFPA).

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Restriction on providing advice on establishment of new SMSFs

Qualifications and Training

1997
Bachelor Degree
- Waikato Polytechnic
2005
Diploma of Financial Planning(RG-146)
Kaplan
2006
Advanced Diploma
- Kaplan
2023
Diploma of Finance and Mortgage Broking Management
AAMC

Registration History

Lifestyle Asset Management Pty Ltd
Feb 2024 - Present Current
Restriction on providing advice on establishment of new SMSFs
Maven Capital Pty Ltd
Aug 2023 - Feb 2024 Ceased
AAN WEALTH MANAGEMENT PTY LTD
Nov 2019 - Aug 2023 Ceased
National Australia Bank Limited
Dec 2011 - Feb 2017 Ceased
ST.GEORGE BANK LIMITED
Apr 2001 - Nov 2011 Ceased

Source: ASIC Financial Advisers Register