Gene Robert Youl
Financial Adviser in Warrnambool, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249746
- Location
- Warrnambool VIC 3280
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 1 January 2004
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2003); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2012); Self Managed Superannuation Funds, Mentor Education Pty Ltd (2015); Graduate Diploma of Financial Planning, Deakin University (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Gene Robert Youl
Gene Robert Youl is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Warrnambool, Victoria (adviser number 000249746).
Gene provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 1 January 2004.
The register records 2001 as the year Gene first provided financial advice. The qualifications listed for Gene include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2003), Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2012) and Self Managed Superannuation Funds (Mentor Education Pty Ltd, 2015).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Gene Robert Youl a registered financial adviser?
Yes. Gene Robert Youl is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249746.
Which licensee does Gene Robert Youl work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Gene Robert Youl give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."