Data sourced from ASIC Financial Advisers Register
Financial Adviser · WARRNAMBOOL, VIC

Gene Robert Youl

25 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000249746

Gene Robert Youl is a financial adviser based in Warrnambool, Victoria, with 25 years of experience in the financial services industry. Gene is currently authorised under Charter Financial Planning Limited. Gene 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 Graduate Diploma of Financial Planning from Deakin University.

Authorised to Advise On

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

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

2003
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2012
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2015
Self Managed Superannuation Funds
Mentor Education Pty Ltd
2022
Graduate Diploma of Financial Planning
Deakin University

Registration History

Charter Financial Planning Limited
Jan 2004 - Present Current
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