ANDREW JOHN YEATES
Financial Adviser · Mosman, NSW
📚 Qualifications & Training
2008 - Managed Investments and Shares - - Financial Services Training & Assessment Pty Ltd
2009 - Australian Taxation System and Financial Strategies - - Financial Services Training & Assessment Pty Ltd
2012 - Diploma of Financial Services - - Pinnacle
2016 - Advanced Diploma of Financial Planning - - Mentor Education
2016 - Self Managed Superannuation Fund Adviser (Personal Advice) - - Mentor Education
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.