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Jonathan Young CFA, CA

Jonathan Young CFA, CA

Audit Manager

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location of Jonathan Young CFA, CAGreater Sydney Area

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  • 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 certificate

    • Chartered Financial Analyst

      CFA Institute

    • Chartered Accountant

      SAICA CA(SA)
      May 2007
      View certificate certificate

    • SMSF specialist advisor

      SMSF Association