Wendy Yates Financial Planner Report

Name:
Wendy Yates

Rep Number:
000296032

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2005-11-24 onwards

Location:
Southbank, , VIC, 0

Licensee
Name:

Number:
000232705

ABN:
77 003 323 055

Controlled By:

Appointed By
Name:
Hillross Financial Services Limited

Licence Number:
000232705

ABN:
77 003 323 055

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Deakin University
Diploma of Financial Planning

Memberships
FChFP - Fellow Chartered Financial Practitioner