Financial Adviser
· SURFERS PARADISE, QLD
David Mitchell Yeates
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239539
David Mitchell Yeates is a financial adviser based in Surfers Paradise, Queensland, with 25 years of experience in the financial services industry. David is currently authorised under Lifestyle Asset Management Pty Ltd. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Commerce
Griffith University
2001
Risk Management for Financial Services Professionals
Integratec
2002
Diploma of Financial Planning
FPA
2002
Diploma of Financial Services
Deakin University
2016
Advanced Diploma Financial Planning
AAMC Training Group
2016
Self Managed Super Fund
Integrity Education Group
Registration History
EVERMORE MONEY MANAGEMENT PTY LTD
Cannot deal in derivatives.
Source: ASIC Financial Advisers Register