Financial Adviser
· SYDNEY, NSW
Jesse David Yates
No disciplinary history on record with ASIC
SYDNEY,
NSW
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000320772
About Jesse David Yates
Jesse David Yates is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry since 2007. Jesse is currently authorised under Finchley & Kent, operating through Azia Partners. Jesse holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jesse's qualifications include a Master of Financial Planning from Kaplan Professional Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
AMP Financial Planning
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2015
Advanced Diploma of Financial Planning
Kaplan Professional Education
2015
Cavendish & ICFS Specialist SMSF Course
University of Adelaide
2022
Master of Financial Planning
Kaplan Professional Education