JONATHAN ALISTER YOUNG
Financial Adviser · Perth, WA
📚 Qualifications & Training
1977 - Bachelor of Commerce - - University of Western Australia
1980 - Chartered Accountant - - Institute of Chartered Accountants
1997 - Graduate Diploma in Applied Finance and Investment - - The Securities Institute of Australia
2010 - Margin Lending - - Stockbrokers Association of Australia
2020 - Relevant Provider Exam - Other - FASEA
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
FINSIA
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.