Financial Adviser
· BURSWOOD, WA
Matthew Christopher Yates
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000404885
Matthew Christopher Yates is a financial adviser based in Burswood, Western Australia, with 15 years of experience in the financial services industry. Matthew is currently authorised under Byfields Advice Pty Ltd. Matthew 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 (Financial Planning and Economics) from Curtin University of Technology. Matthew is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce (Financial Planning and Economics)
Curtin University of Technology
2011
Margin Lending and Geared Investments
Kaplan
2012
Self Managed Superannuation Funds
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register