Matthew Yates Financial Planner Report

Name:
Matthew Christopher Yates

Rep Number:
000404885

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2011-05-18 onwards

Location:
Ascot, , WA, 0

Licensee
Name:

Number:
000227748

ABN:
77 103 642 888

Controlled By:

Appointed By
Name:
The Trustee For Hooper Bfp Trust & The Trustee For Lane Bfp Trust & The Trustee For Murphy Bfp Trust & The Trustee For Northcott Bfp Trust & The Trustee For Northey Bfp Trust & Others

Licence Number:
000317724

ABN:
81 149 135 817

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
Securities

Qualifications
Curtin University
Bachelor of Commerce - Financial Planning and Economics

Memberships
Financial Planning Association of Australia (FPA)