Yankat Naidu
Financial Adviser in Southport, Queensland, Australia
Review Yankat Naidu
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001002623
- Location
- Southport QLD 4215
- Licensee
- Lifestyle Asset Management Pty Ltd (AFSL 288421)
- Authorised since
- 2 February 2024
- First provided advice
- 2001
- Qualifications
- Bachelor Degree, Waikato Polytechnic (1997); Diploma of Financial Planning(RG-146), Kaplan (2005); Advanced Diploma, Kaplan (2006); Diploma of Finance and Mortgage Broking Management, AAMC (2023)
- Memberships
- Financial Advice Association of Australia (FAAA); 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
- Register status
- Current
About Yankat Naidu
Yankat Naidu is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Southport, Queensland (adviser number 001002623).
The licensee Yankat advises under is Lifestyle Asset Management Pty Ltd (AFS licence 288421). The current authorisation started on 2 February 2024.
The register records 2001 as the year Yankat first provided financial advice. Qualifications and training on file include Bachelor Degree (Waikato Polytechnic, 1997), Diploma of Financial Planning(RG-146) (Kaplan, 2005) and Advanced Diploma (Kaplan, 2006). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and 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.
A further restriction is recorded on the register: “Restriction on providing advice on establishment of new SMSFs.”
Reviews
Nobody has reviewed Yankat Naidu here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Yankat Naidu a registered financial adviser?
Yes. Yankat Naidu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002623.
Which licensee does Yankat Naidu work under?
Lifestyle Asset Management Pty Ltd, Australian financial services licence 288421.
What can Yankat Naidu 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."