Stephen Adrian Young
Financial Adviser in Eastwood, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000340783
- Location
- Eastwood SA 5063
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 6 June 2012
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2004); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (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, standard margin lending, 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 Stephen Adrian Young
Stephen Adrian Young is a financial adviser in Eastwood, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000340783.
Stephen provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 6 June 2012.
The register records 2009 as the year Stephen first provided financial advice. The qualifications listed for Stephen include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2004) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2022).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 Stephen Adrian Young a registered financial adviser?
Yes. Stephen Adrian Young is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000340783.
Which licensee does Stephen Adrian Young work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Stephen Adrian 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; standard margin lending; 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."