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- Financial Advisers Australia (FAA)
- David Mitchell Yeates
David Mitchell Yeates
- Name
- David Mitchell Yeates
- ID
- 239539
- ABN
- –
- First Provided Advice
- 2001
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1998 - Bachelor of Commerce - - Griffith University
- 2001 - Risk Management for Financial Services Professionals - - Integratec
- 2002 - Diploma of Financial Planning - - FPA
- 2002 - Diploma of Financial Services - - Deakin University
- 2016 - Advanced Diploma Financial Planning - - AAMC Training Group
- 2016 - Self Managed Super Fund - - Integrity Education Group
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Acn 615 197 745 Pty Ltd (#495539)
- Commenced
- Jan. 22, 2020
- Ceased
- May 15, 2020
- Status
- Ceased
- Licence Holder
- Maven Capital Pty Ltd (#418504)
- Commenced
- Jan. 23, 2023
- Ceased
- Aug. 22, 2024
- Status
- Ceased
- Licence Holder
- Moneysherpa Pty Ltd (#451289)
- Commenced
- March 18, 2022
- Ceased
- Jan. 27, 2023
- Status
- Ceased
- Licence Holder
- Shartru Wealth Management Pty Ltd (#422409)
- Commenced
- May 18, 2020
- Ceased
- March 9, 2022
- Status
- Current
- Licence Holder
- Lifestyle Asset Management Pty ltd (#288421)
- Commenced
- Aug. 23, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Australia And New Zealand Banking Group Limited (#234527)
- Commenced
- July 9, 2012
- Ceased
- Sept. 6, 2013
- Status
- Ceased
- Licence Holder
- Boston Reed Pty Ltd (#225738)
- Commenced
- Oct. 1, 2018
- Ceased
- Dec. 19, 2019
- Status
- Ceased
- Licence Holder
- Devere Australia Group Pty Ltd (#243320)
- Commenced
- April 1, 2015
- Ceased
- July 30, 2015
- Status
- Ceased
- Licence Holder
- Evermore Money Management Pty Ltd (#401712)
- Commenced
- Feb. 9, 2017
- Ceased
- Feb. 2, 2018
- Status
- Ceased
- Licence Holder
- First Mutual Australia Pty Ltd (#423710)
- Commenced
- Aug. 19, 2015
- Ceased
- Nov. 24, 2016
- Status
- Ceased
- Licence Holder
- Freedom Wealth Services Pty. Ltd. (#502934)
- Commenced
- April 19, 2018
- Ceased
- Sept. 12, 2018
- Status
- Ceased
- Licence Holder
- Interprac Financial Planning Pty Ltd (#246638)
- Commenced
- Jan. 31, 2014
- Ceased
- May 31, 2014
- Status
- Ceased
- Licence Holder
- Professional Investment Services Pty Ltd (#234951)
- Commenced
- July 29, 2010
- Ceased
- Nov. 3, 2010
- Status
- Ceased
- Licence Holder
- Sentry Financial Services Pty Ltd (#286786)
- Commenced
- Sept. 9, 2013
- Ceased
- Jan. 31, 2014
- Status
- Ceased
- Licence Holder
- Shadforth Financial Group Limited (#318613)
- Commenced
- Dec. 1, 2010
- Ceased
- June 30, 2012
- Status
- Ceased
- Licence Holder
- The Practice Wealth Management Pty Ltd (#315598)
- Commenced
- Nov. 10, 2014
- Ceased
- Jan. 16, 2015