Matthew Christopher Yates
Financial Adviser in Burswood, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000404885
- Location
- Burswood WA 6100
- Licensee
- Byfields Advice Pty Ltd (AFSL 507506)
- Authorised since
- 1 October 2018
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce (Financial Planning and Economics), Curtin University of Technology (2011); Margin Lending and Geared Investments, Kaplan (2011); Self Managed Superannuation Funds, Kaplan (2012); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Matthew Christopher Yates
On the Financial Advisers Register kept by ASIC, Matthew Christopher Yates appears as a current financial adviser in Burswood, Western Australia, adviser number 000404885.
Advice is given under the Australian financial services licence of Byfields Advice Pty Ltd, licence number 507506. That authorisation dates from 1 October 2018.
The register records 2011 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Bachelor of Commerce (Financial Planning and Economics) (Curtin University of Technology, 2011), Margin Lending and Geared Investments (Kaplan, 2011) and Self Managed Superannuation Funds (Kaplan, 2012). Matthew is recorded as a member of Financial Advice Association of Australia (FAAA).
Matthew 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 Matthew Christopher Yates a registered financial adviser?
Yes. Matthew Christopher Yates is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000404885.
Which licensee does Matthew Christopher Yates work under?
Byfields Advice Pty Ltd, Australian financial services licence 507506.
What can Matthew Christopher 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.