Financial Adviser
· CHARLESTOWN, NSW
Rodney Yates
No disciplinary history on record with ASIC
CHARLESTOWN,
NSW
Tax advice
authorised
authorised
ASIC Registered · ADV 001314379
Currently at
Charlestown, NSW (firm address)
Rodney Yates is a financial adviser based in Charlestown, New South Wales. Rodney is currently authorised under Oracle Advisory Group, operating through The Trustee For Oracle Advisory Group Unit Trust. Rodney holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rodney's qualifications include a Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma of Financial Planning
Kaplan Professional
2020
Economic & legal context for financial planning
Kaplan professional
2020
Ethics & professionalism in financial advice
Kaplan professional
2022
Tax and commercial law for financial planning
Kaplan professional
2023
Financial Planning
Kaplan Professional