Antony Yeates Financial Planner Report

Name:
Antony John Yeates

Rep Number:
001241782

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-05-11 onwards

Licensee
Name:

Number:
000234664

ABN:
11 074 225 353

Controlled By:

Appointed By
Name:
SMSF Advice Pty Limited

Licence Number:
000234664

ABN:
11 074 225 353

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation

Qualifications
Swinburne University of Technology
Bachelor of Business (Qualification)
Integrity Education Group
Diploma of Financial Planning (Qualification)

Memberships
Chartered Accountants Australia and New Zealand (CA)