Jonathan Young CFA, CA

Greater Sydney Area

882 followers

Timeline
About me
Director, Financial Adviser and Research Manager at Professional Wealth Services Pty Ltd
Education
- University of cape town
  2002 - 2002
  Postgraduate diploma accounting
- University of cape town
  1999 - 2001
  Bachelor's degree accounting and finance
Experience
- Rsm international
  Jan 2003 - Aug 2007
  Audit manager
- Close brothers
  Aug 2007 - Jun 2010
  Client accounting manager
- Hsbc private bank
  Jul 2010 - Feb 2012
  Relationship manager, private clients and corporate trust
- Northern trust corporation
  Feb 2012 - Jul 2014
  Manager, financial reporting
- Centuria capital limited
  Jul 2014 - Dec 2014
  Corporate accountant
- Amp capital
  Jan 2015 - Aug 2015
  Senior accountant
- Amp
  Aug 2015 - Feb 2018
  - Manager, Policy and Advisory
    May 2017 - Feb 2018
  - Senior Accountant, Accounting Policy and Advice
    Aug 2015 - May 2017
- Professional wealth services pty ltd
  Feb 2018 - now
  Director, financial planner and research manager
Licenses & Certifications
- Cfa institute charterholder
  Cfa institute
  Aug 2024
  View certificate
- Chartered financial analyst
  Cfa institute
- Chartered accountant
  Saica ca(sa)
  May 2007
  View certificate
- Smsf specialist advisor
  Smsf association