Lindsay Graham Yelland – Financial Adviser
Adviser identifying number: 1006513
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: AUSSIE WEALTH SUPER PTY LTD
Licence number: 462579
Licensee’s ABN: 54164973540
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/10/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSSIE WEALTH SUPER PTY LTD
Authorised Representative identifying number: 462579
Authorised Representative’s ABN: 54164973540
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
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Relevant qualifications and training:
- Charted Financial Planner – FPA
- Diploma of Business (Real Estate) – Real Estate Institute NSW
- Diploma of Financial Planning – FPA
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Lindsay Graham Yelland is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation