Tarryn Yates Financial Planner Report

Name:
Tarryn Yates

Rep Number:
001248145

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-08-25 onwards

Licensee
Name:

Number:
000485569

Controlled By:

Appointed By
Name:
Hood Sweeney Pty Ltd

Licence Number:
000485569

May advise on following product areas:
Life risk insurance products
Securities
Simple Managed Investment schemes
A person's existing holding in a superannuation product
Self-Managed Superannuation Fund
Superannuation

Qualifications
Flinders University
Bachelor of Accounting
Chartered Accountants Australia and New Zealand (CA
SMAF Specialist

Memberships
Chartered Accountants Australia and New Zealand (CA)
SMSF Association