David Yeates Financial Planner Report

Name:
David Mitchell Yeates

Rep Number:
000239539

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2017-02-09 onwards

Licensee
Name:

Number:
000401712

ABN:
22 149 269 116

Appointed By
Name:
Evermore Money Management Pty Ltd

Licence Number:
000401712

ABN:
22 149 269 116

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Griffith University
Bachelor of Commerce
Pinnacle Financial Services Academy
DPML Margin Lending Certificate
Deakin University
Diploma of Financial Services
Integratec
Risk Management for Financial Services Professionals
Integrity Education Group
Self Managed Super Fund

Memberships
Tax Practitioners Board