DAVID MITCHELL YEATES (Adviser# 001263433) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 19, 2018.
| Register Name | Financial Advisers |
| Adviser Name | DAVID MITCHELL YEATES |
| Adviser Number | 001263433 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000502934 FREEDOM WEALTH SERVICES PTY. LTD. |
| Licence Controlled By |
FREEDOM WEALTH SERVICES PTY. LTD. FREEDOM WEALTH UNIT HOLDINGS PTY LTD Brett NEWBOUND [Date Ceased: 02/02/2018] |
| Adviser Start Date | 2018-04-19 |
| Appointing Representative Name | FREEDOM WEALTH SERVICES PTY. LTD. |
| Appointing Representative Number | 000502934 |
| Memberships | Tax Practitioners Board |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma Financial Planning | AAMC Training Group |
| Bachelor of Commerce | Griffith University |
| Bachelor of Commerce | Griffith University |
| DPML Margin Lending Certificate | Pinnacle Financial Services Academy |
| Diploma of Financial Planning | FPA |
| Diploma of Financial Services | Deakin University |
| Risk Management for Financial Services Professionals | Integratec |
| Self Managed Super Fund | Integrity Education Group |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000502934 |
FREEDOM WEALTH SERVICES PTY. LTD.
Licence controlled by: FREEDOM WEALTH SERVICES PTY. LTD. ~ FREEDOM WEALTH UNIT HOLDINGS PTY LTD ~ Brett NEWBOUND [Date Ceased: 02/02/2018] |
2018-04-19 - | FREEDOM WEALTH SERVICES PTY. LTD. |
| Licence Name | FREEDOM WEALTH SERVICES PTY. LTD. |
| Licence Number | 000502934 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.