Jesse Yates Financial Planner Report

Name:
Jesse David Yates

Rep Number:
000320772

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2011-04-04 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

May advise on following product areas:
Non-basic Deposit Products
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
Superannuation

Qualifications
La Trobe University
Degree in Business Finance
AMP Financial Services
Diploma of Financial Planning
Kaplan Professional Education
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)