Andrew John Yeates
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000319158
- Location
- Sydney NSW 2000
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 18 April 2023
- First provided advice
- 2007
- Qualifications
- Managed Investments and Shares, Financial Services Training & Assessment Pty Ltd (2008); Australian Taxation System and Financial Strategies, Financial Services Training & Assessment Pty Ltd (2009); Diploma of Financial Services, Pinnacle (2012); Advanced Diploma of Financial Planning, Mentor Education (2016); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2016)
- Advice areas
- superannuation, securities, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew John Yeates
On the Financial Advisers Register kept by ASIC, Andrew John Yeates appears as a current financial adviser in Sydney, New South Wales, adviser number 000319158.
Andrew provides advice as an authorised representative of Personal Financial Services Ltd, which holds Australian financial services licence 234459. That authorisation dates from 18 April 2023.
According to the register, Andrew first provided financial advice in 2007. Qualifications and training on file include Managed Investments and Shares (Financial Services Training & Assessment Pty Ltd, 2008), Australian Taxation System and Financial Strategies (Financial Services Training & Assessment Pty Ltd, 2009) and Diploma of Financial Services (Pinnacle, 2012).
The authorisation covers advice on superannuation, securities, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Andrew John Yeates a registered financial adviser?
Yes. Andrew John Yeates is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000319158.
Which licensee does Andrew John Yeates work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Andrew John Yeates give advice on?
The register lists these advice areas: superannuation; securities; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.