Financial Adviser · SURFERS PARADISE, QLD

David Mitchell Yeates

SURFERS PARADISE, QLD

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 000239539

Currently at

Ready Advice

Barangaroo, NSW (firm address)

View firm profile

About David Mitchell Yeates

David Mitchell Yeates is a financial adviser based in Surfers Paradise, Queensland, with 25 years of experience in the financial services industry since 2001. David is currently authorised under Lifestyle Asset Management, operating through Ready Advice. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Commerce from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Restriction on providing advice on establishment of new SMSFs

Authorised to provide tax financial advice services

Qualifications and 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

Registration History

Lifestyle Asset Management Pty Ltd

Aug 2024 - Present Current

Restriction on providing advice on establishment of new SMSFs

Maven Capital Pty Ltd

Jan 2023 - Aug 2024 Ceased

Moneysherpa Pty Ltd

Mar 2022 - Jan 2023 Ceased

Shartru Wealth Management Pty Ltd

May 2020 - Mar 2022 Ceased

Acn 615 197 745 Pty Ltd

Jan 2020 - May 2020 Ceased

Boston Reed Pty Ltd

Oct 2018 - Dec 2019 Ceased

Freedom Wealth Services Pty. Ltd.

Apr 2018 - Sep 2018 Ceased

EVERMORE MONEY MANAGEMENT PTY LTD

Feb 2017 - Feb 2018 Ceased

Cannot deal in derivatives.

First Mutual Australia Pty Ltd

Aug 2015 - Nov 2016 Ceased

Devere Australia Group Pty Ltd

Apr 2015 - Jul 2015 Ceased

The Practice Wealth Management Pty Ltd

Nov 2014 - Jan 2015 Ceased

Interprac Financial Planning Pty Ltd

Jan 2014 - May 2014 Ceased

Sentry Financial Services Pty Ltd

Sep 2013 - Jan 2014 Ceased

Australia And New Zealand Banking Group Limited

Jul 2012 - Sep 2013 Ceased

Shadforth Financial Group Limited

Dec 2010 - Jun 2012 Ceased

Professional Investment Services Pty Ltd

Jul 2010 - Nov 2010 Ceased

Source: ASIC Financial Advisers Register