Financial Adviser
· CHATSWOOD, NSW
Jamil Youssef
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001242814
Jamil Youssef is a financial adviser based in Chatswood, New South Wales, with 10 years of experience in the financial services industry. Jamil is currently authorised under Millennium 3 Financial Services Pty Ltd. Jamil holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jamil's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Business & Commerce (Applied Finance)
University of Western Sydney
2017
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2022
Master of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Not authorised in SMSF
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register