Andrew John Yeates – Financial Adviser

Adviser identifying number: 319158
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 23/09/2010
The date the Financial Adviser ceased the appointment: 26/10/2011
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:

• Advanced Diploma of Financial Planning – Mentor Education
• Australian Taxation System and Financial Strategies – Financial Services Training & Assessment Pty Ltd
• Diploma of Financial Services – Pinnacle
• Managed Investments and Shares – Financial Services Training & Assessment Pty Ltd
• Self Managed Superannuation Fund Adviser (Personal Advice) – Mentor Education

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Andrew John Yeates is authorised to provide advices on following products: