Andrew Yeates Financial Planner Report

Name:
Andrew John Yeates

Rep Number:
000319158

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2011-11-14 onwards

Licensee
Name:

Number:
000307379

ABN:
13 122 381 908

Controlled By:

Appointed By
Name:
Patron Financial Services Pty Ltd

Licence Number:
000307379

ABN:
13 122 381 908

May advise on following product areas:
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
Mentor Education
Advanced Diploma of Financial Planning
Financial Services Training & Assessment Pty Ltd
Australian Taxation System and Financial Strategies
Pinnacle
Diploma of Financial Services
Financial Services Training & Assessment Pty Ltd
Managed Investments and Shares
Mentor Education
Self Managed Superannuation Fund Adviser (Personal Advice)