Financial Adviser
· MELBOURNE, VIC
Chris Youssef
No disciplinary history on record with ASIC
MELBOURNE,
VIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003086
Practice
Melbourne, VIC (practice address on ASIC register)
Licensed through Synchron Advice
About Chris Youssef
Chris Youssef is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry since 2011. Chris works at Wealth Investors Australia, which is licensed through Synchron Advice. Chris holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Chris's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association of Australia Limited. Chris 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
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce
Deakin University
2012
Master of Commece
Deakin University
2013
Certified Financial Planner (CFP)
Financial Advice Association of Australia Limited
2014
Margin Lending
Pinnacle Financial Services Academy
2019
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
2021
Master of Business Administration
Deakin University
Registration History
Source: ASIC Financial Advisers Register