David Mitchell Yeates – Financial Adviser

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

Name of the licence holder: EVERMORE MONEY MANAGEMENT PTY LTD
Licence number: 401712
Licensee’s ABN: 22149269116
Licence controlled by:

The date the Financial Adviser commenced the appointment: 09/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EVERMORE MONEY MANAGEMENT PTY LTD
Authorised Representative identifying number: 401712
Authorised Representative’s ABN: 22149269116

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

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:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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
  • Margin Lending Facility / Standard Margin Lending Facility