Financial Adviser
· NORTH SYDNEY, NSW
Jonathan Brent Young
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001261742
Jonathan Brent Young is a financial adviser based in North Sydney, New South Wales, with 8 years of experience in the financial services industry. Jonathan is currently authorised under Professional Wealth Services Pty Ltd. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce in Financial Planning from University of Cape Town. Jonathan is a member of Chartered Accountant - South African Institute of Chartered Accountants (SAICA) and Chartered Financial Analyst Institute (CFA Institute).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Commerce in Financial Planning
University of Cape Town
2002
Postgraduate Diploma in Accounting
University of Cape Town
2007
Chartered Accountant
South African Institute of Chartered Accountants
2013
Chartered Financial Analyst
CFA Institute
2017
Diploma of Financial Planning
Monarch Institute
2018
SMSF Specialist Adviser (SSA)
SMSF Association
2019
Ethics and Professionalism in Fnancial Advice
Ethics - Kaplan Professional
2022
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2022
Taxation for Financial Planning
Regulation & Legal Obligations - Kaplan Professional