Ian Yeates Financial Planner Report

Name:
Ian Robert Yeates

Rep Number:
000271560

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2014-10-01 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000344762

ABN:
45 141 149 304

Appointed By
Name:
Sentinel Private Wealth Pty Ltd

Licence Number:
000344762

ABN:
45 141 149 304

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

Qualifications
Archer College
Advanced Diploma of Financial Services (Financial Planning)
AAMC
Cert IV Finance & Mortgage Broking
Kaplan
DFP
Kaplan
SMSF

Memberships
Association of Financial Advisers (AFA)