Rodney Yates
Financial Adviser
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About
Rodney Yates is an ASIC-registered financial adviser based in Charlestown, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Rodney holds a Diploma of Financial Planning from Kaplan Professional (2016) and has supplemented this with further studies in economic and legal contexts, ethics and professionalism, tax and commercial law, and advanced financial planning, all completed through Kaplan Professional. Rodney is authorized to provide advice on a range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. This broad authorization allows Rodney to offer holistic financial solutions to meet diverse client needs. Rodney’s key services include: • Superannuation advice • Insurance solutions • Wealth management • Investment strategies • Retirement planning Whether you're planning for retirement, seeking to grow your wealth, or needing advice on insurance and superannuation, Rodney is committed to providing clear, practical guidance. Contact Rodney today to discuss your financial future and how he can help you achieve your goals.
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Frequently Asked Questions
What types of financial advice does Rodney Yates offer?
Rodney Yates provides advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. He can help you with retirement planning, wealth creation, and protecting your assets.
What are Rodney Yates' qualifications?
Rodney Yates holds a Diploma of Financial Planning from Kaplan Professional (2016) and has completed further studies in areas such as economic and legal context for financial planning, ethics and professionalism in financial advice, tax and commercial law for financial planning, and financial planning.
How does Rodney Yates approach financial planning?
Rodney Yates takes a tailored approach, focusing on understanding your individual needs and goals. He then develops a comprehensive financial plan to help you achieve those objectives, providing ongoing support and guidance along the way.
What should I expect during my first meeting with Rodney Yates?
During your initial consultation, Rodney will discuss your current financial situation, future goals, and risk tolerance. This allows him to gain a clear understanding of your needs and develop a personalized financial strategy. You'll have the opportunity to ask questions and discuss any concerns you may have.
How can Rodney Yates help me with my superannuation?
Rodney can provide advice on various aspects of superannuation, including choosing the right fund, consolidating your super accounts, and developing a strategy to maximize your retirement savings.
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