Financial Adviser · CHARLESTOWN, NSW

Rodney Yates

CHARLESTOWN, NSW

New Adviser

Tax advice
authorised

ASIC Registered · ADV 001314379

Currently at

Count Financial Limited

Sydney, NSW (firm address)

View firm profile

About Rodney Yates

Rodney Yates is a financial adviser based in Charlestown, New South Wales. Rodney is currently authorised under Count Financial Limited, operating through Count Financial. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education.

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

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Count Financial Limited

Jul 2026 - Present Current

Oracle Advisory Group Pty. Ltd.

Mar 2025 - Jul 2026 Ceased

Source: ASIC Financial Advisers Register