David Mitchell Yeates
Financial Adviser in Surfers Paradise, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239539
- Location
- Surfers Paradise QLD 4217
- Licensee
- Lifestyle Asset Management Pty Ltd (AFSL 288421)
- Authorised since
- 23 August 2024
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, Griffith University (1998); Risk Management for Financial Services Professionals, Integratec (2001); Diploma of Financial Planning, FPA (2002); Diploma of Financial Services, Deakin University (2002); Advanced Diploma Financial Planning, AAMC Training Group (2016); Self Managed Super Fund, Integrity Education Group (2016)
- Memberships
- Institute of Financial Professionals Australia (IFPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Restriction on providing advice on establishment of new SMSFs
- Tax (financial) advice
- Yes
- Register status
- Current
About David Mitchell Yeates
David Mitchell Yeates is a financial adviser in Surfers Paradise, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000239539.
David provides advice as an authorised representative of Lifestyle Asset Management Pty Ltd, which holds Australian financial services licence 288421. That authorisation dates from 23 August 2024.
The register records 2001 as the year David first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Griffith University, 1998), Risk Management for Financial Services Professionals (Integratec, 2001) and Diploma of Financial Planning (FPA, 2002). David is recorded as a member of Institute of Financial Professionals Australia (IFPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Restriction on providing advice on establishment of new SMSFs.”
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Questions people ask
Is David Mitchell Yeates a registered financial adviser?
Yes. David Mitchell Yeates is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239539.
Which licensee does David Mitchell Yeates work under?
Lifestyle Asset Management Pty Ltd, Australian financial services licence 288421.
What can David Mitchell Yeates give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Restriction on providing advice on establishment of new SMSFs."