DAVID MITCHELL YEATES
Financial Adviser · Robina, QLD
📚 Qualifications & Training
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
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.