Jonathan Young Cfa, Ca

Jonathan Young Cfa, Ca Email and Phone Number

Director, Financial Adviser and Research Manager at Professional Wealth Services Pty Ltd @ Professional Wealth Services Pty Ltd
100 Miller St, Suite 3,Level 25,Australia
Jonathan Young Cfa, Ca's Location
Greater Sydney Area, Australia
Jonathan Young Cfa, Ca's Contact Details

Jonathan Young Cfa, Ca work email

Jonathan Young Cfa, Ca personal email

n/a
About Jonathan Young Cfa, Ca

Jonathan Young Cfa, Ca is a Director, Financial Adviser and Research Manager at Professional Wealth Services Pty Ltd at Professional Wealth Services Pty Ltd. He possess expertise in financial analysis, financial reporting, financial modeling, finance, risk management and 17 more skills. Colleagues describe him as "Jonathan and I worked together for more than 18-months within the technical accounting team at AMP. During that period, Jonathan dedicated most of his time in dealing with issues coming out of the Financial Advice business of AMP. I noticed an extraordinary amount of passion, commitment, dedication, and customer-focus from him in supporting the Advice business. He went above and beyond the standard requirements of such issues, married the technical and commercial aspects of major… Show more" and "I worked with Jonathan at AMP and he was my SME for accounting advisory related questions. What makes Jonathan stand out is his ability to apply his deep technical knowledge to the matters at hand in a practical and pragmatic way. I trust and value Jonathan's advice and can highly recommend him. He understands the importance of good financial advice and is genuinely interested in the client's best interests. Eric Setiawan"

Jonathan Young Cfa, Ca's Current Company Details
Professional Wealth Services Pty Ltd

Professional Wealth Services Pty Ltd

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Director, Financial Adviser and Research Manager at Professional Wealth Services Pty Ltd
100 Miller St, Suite 3,Level 25,Australia
Website:
pws.net.au
Employees:
10
Jonathan Young Cfa, Ca Work Experience Details
  • Professional Wealth Services Pty Ltd
    Director, Financial Planner And Research Manager
    Professional Wealth Services Pty Ltd Feb 2018 - Present
    North Sydney
  • Amp
    Manager, Policy And Advisory
    Amp May 2017 - Feb 2018
    Sydney, Australia
  • Amp
    Senior Accountant, Accounting Policy And Advice
    Amp Aug 2015 - May 2017
    Sydney, Australia
  • Amp Capital
    Senior Accountant
    Amp Capital Jan 2015 - Aug 2015
    Sydney Area, Australia
  • Centuria Capital Limited
    Corporate Accountant
    Centuria Capital Limited Jul 2014 - Dec 2014
    Sydney, Australia
  • Northern Trust Corporation
    Manager, Financial Reporting
    Northern Trust Corporation Feb 2012 - Jul 2014
    Guernsey
  • Hsbc Private Bank
    Relationship Manager, Private Clients And Corporate Trust
    Hsbc Private Bank Jul 2010 - Feb 2012
    Guernsey
  • Close Brothers
    Client Accounting Manager
    Close Brothers Aug 2007 - Jun 2010
    Cape Town And Guernsey
  • Rsm International
    Audit Manager
    Rsm International Jan 2003 - Aug 2007
    Cape Town Area, South Africa

Jonathan Young Cfa, Ca Skills

Financial Analysis Financial Reporting Financial Modeling Finance Risk Management Management Financial Planning Research Management Accounting Internal Controls Auditing Financial Accounting Account Reconciliation Us Gaap Ifrs Tax Financial Due Diligence Microsoft Excel People Management Fund Accounting Self Managed Superannuation Funds Superannuation

Jonathan Young Cfa, Ca Education Details

Frequently Asked Questions about Jonathan Young Cfa, Ca

What company does Jonathan Young Cfa, Ca work for?

Jonathan Young Cfa, Ca works for Professional Wealth Services Pty Ltd

What is Jonathan Young Cfa, Ca's role at the current company?

Jonathan Young Cfa, Ca's current role is Director, Financial Adviser and Research Manager at Professional Wealth Services Pty Ltd.

What is Jonathan Young Cfa, Ca's email address?

Jonathan Young Cfa, Ca's email address is jo****@****.com.au

What schools did Jonathan Young Cfa, Ca attend?

Jonathan Young Cfa, Ca attended University Of Cape Town, University Of Cape Town.

What skills is Jonathan Young Cfa, Ca known for?

Jonathan Young Cfa, Ca has skills like Financial Analysis, Financial Reporting, Financial Modeling, Finance, Risk Management, Management, Financial Planning, Research Management, Accounting, Internal Controls, Auditing, Financial Accounting.

Who are Jonathan Young Cfa, Ca's colleagues?

Jonathan Young Cfa, Ca's colleagues are Naomi Rosenthal, Kiran Sathiaraj, Kirstin Young, Don Jeffers, Jessica Yu, Alexandria Thomaschuetz, Yosha Steeghs.

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