Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

David Yardley

SYDNEY, NSW
15 Years experience
Tax advice
authorised
ASIC Registered · ADV 000423020
Practice
PSK Private Wealth
Sydney, NSW (practice address on ASIC register)
Licensed through PSK Advisory Services
View practice

About David Yardley

David Yardley is a financial adviser based in Sydney, New South Wales, with 15 years of experience in the financial services industry since 2011. David works at PSK Private Wealth, which is licensed through Psk Advisory Services. 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 Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). David is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1989
Bachelor of Economics
Monash University
1999
Master of Business Administration
University of New South Wales (NSW)
2011
Diploma of Financial Services (Financial Planning)
International Institute of Technology Pty Ltd (IIT)
2014
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2015
Accredited Aged Care Professional
Aged Care Steps

Registration History

Psk Advisory Services Pty Ltd
Sep 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Psk Advisory Services Pty Ltd
Dec 2020 - Sep 2022 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
May 2011 - Dec 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register