JONATHAN BRENT YOUNG
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2001 - Bachelor of Commerce in Financial Planning - Bachelor Degree (AQF 7) - University of Cape Town
2002 - Postgraduate Diploma in Accounting - Graduate Diploma (AQF 8) - University of Cape Town
2007 - Chartered Accountant - Professional Designations - South African Institute of Chartered Accountants
2013 - Chartered Financial Analyst - Professional Designations - CFA Institute
2017 - Diploma of Financial Planning - - Monarch Institute
2018 - SMSF Specialist Adviser (SSA) - Professional Designations - SMSF Association
2019 - Ethics and Professionalism in Fnancial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2022 - Taxation for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
🏢 Professional Memberships
Chartered Accountant - South African Institute of Chartered Accountants (SAICA)
Chartered Financial Analyst Institute (CFA Institute)
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.