Financial Adviser · NORTH SYDNEY, NSW

Jonathan Brent Young

NORTH SYDNEY, NSW

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001261742

Currently at

Professional Wealth Services

North Sydney, NSW (firm address)

View firm profile

Jonathan Brent Young is a financial adviser based in North Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Jonathan is currently authorised under Professional Wealth Services. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathan's 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

Registration History

Professional Wealth Services Pty Ltd

Feb 2018 - Present Current

Source: ASIC Financial Advisers Register