David Mitchell Yeates – Financial Adviser

Adviser identifying number: 239539
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: FIRST MUTUAL AUSTRALIA PTY LTD
Licence number: 423710
Licensee’s ABN: 42154012085
Licence controlled by: ALLITON HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 19/08/2015
The date the Financial Adviser ceased the appointment: 24/11/2016
Name of the Authorised Representative: YEATES FINANCIAL SERVICES & FAMILY PROTECTION SPECIALISTS PTY LTD
Authorised Representative identifying number: 001234631
Authorised Representative’s ABN: 43164149704

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:

Relevant qualifications and training:

• Bachelor of Commerce – Griffith University
• DPML Margin Lending Certificate – Pinnacle Financial Services Academy
• Diploma of Financial Services – Deakin University
• Risk Management for Financial Services Professionals – Integratec
• Self Managed Super Fund – Integrity Education Group

Relevant memberships of professional bodies or industry associations: Tax Practitioners Board

David Mitchell Yeates is authorised to provide advices on following products: