Matthew Christopher Yates – Financial Adviser

Adviser identifying number: 404885
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: SENTRY WEALTH MANAGEMENT PTY LTD
Licence number: 227748
Licensee’s ABN: 77103642888
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 18/05/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE TRUSTEE FOR HOOPER BFP TRUST & THE TRUSTEE FOR LANE BFP TRUST & THE TRUSTEE FOR MURPHY BFP TRUST & THE TRUSTEE FOR NORTHCOTT BFP TRUST & THE TRUSTEE FOR NORTHEY BFP TRUST & OTHERS
Authorised Representative identifying number: 317724
Authorised Representative’s ABN: 81149135817

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 – Financial Planning and Economics – Curtin University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Matthew Christopher Yates 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
• Margin Lending Facility / Standard Margin Lending Facility