Jonathan Brent Young
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001261742
- Location
- North Sydney NSW 2060
- Licensee
- Professional Wealth Services Pty Ltd (AFSL 312047)
- Authorised since
- 5 February 2018
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce in Financial Planning, University of Cape Town (2001); Postgraduate Diploma in Accounting, University of Cape Town (2002); Chartered Accountant, South African Institute of Chartered Accountants (2007); Chartered Financial Analyst, CFA Institute (2013); Diploma of Financial Planning, Monarch Institute (2017); SMSF Specialist Adviser (SSA), SMSF Association (2018); Ethics and Professionalism in Fnancial Advice, Kaplan Professional (2019); Economic and Legal Context for Financial Planning, Kaplan Professional (2022); Taxation for Financial Planning, Kaplan Professional (2022)
- Memberships
- Chartered Accountant - South African Institute of Chartered Accountants (SAICA); Chartered Financial Analyst Institute (CFA Institute)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Brent Young
Jonathan Brent Young is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Sydney, New South Wales (adviser number 001261742).
Advice is given under the Australian financial services licence of Professional Wealth Services Pty Ltd, licence number 312047. That authorisation dates from 5 February 2018.
The register records 2018 as the year Jonathan first provided financial advice. Qualifications and training on file include Bachelor of Commerce in Financial Planning (University of Cape Town, 2001), Postgraduate Diploma in Accounting (University of Cape Town, 2002) and Chartered Accountant (South African Institute of Chartered Accountants, 2007). Jonathan is recorded as a member of Chartered Accountant – South African Institute of Chartered Accountants (SAICA) and Chartered Financial Analyst Institute (CFA Institute).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jonathan Brent Young a registered financial adviser?
Yes. Jonathan Brent Young is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001261742.
Which licensee does Jonathan Brent Young work under?
Professional Wealth Services Pty Ltd, Australian financial services licence 312047.
What can Jonathan Brent Young 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.