Jesse David Yates
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000320772
- Location
- Sydney NSW 2000
- Licensee
- Finchley & Kent Pty Ltd (AFSL 555169)
- Authorised since
- 18 September 2024
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Financial Planning (2007); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Advanced Diploma of Financial Planning, Kaplan Professional Education (2015); Cavendish & ICFS Specialist SMSF Course, University of Adelaide (2015); Master of Financial Planning, Kaplan Professional Education (2022)
- Advice areas
- superannuation, securities, managed investment schemes, 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 Jesse David Yates
Jesse David Yates is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000320772).
Jesse provides advice as an authorised representative of Finchley & Kent Pty Ltd, which holds Australian financial services licence 555169. The current authorisation started on 18 September 2024.
The register records 2007 as the year Jesse first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (AMP Financial Planning, 2007), Margin Lending and Geared Investments (Kaplan Professional Education, 2011) and Advanced Diploma of Financial Planning (Kaplan Professional Education, 2015).
Jesse is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jesse David Yates a registered financial adviser?
Yes. Jesse David Yates is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000320772.
Which licensee does Jesse David Yates work under?
Finchley & Kent Pty Ltd, Australian financial services licence 555169.
What can Jesse David Yates give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.