Jonathan Young Cfa, Ca
AeroLeads people directory · profile

Jonathan Young Cfa, Ca Email & Phone Number

Director, Financial Planner and Research Manager at Professional Wealth Services Pty Ltd
Location: Greater Sydney Area, Australia 10 work roles 2 schools
1 work email found @pws.net.au LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@pws.net.au
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Director, Financial Planner and Research Manager
Location
Greater Sydney Area, Australia
Company size

Who is Jonathan Young Cfa, Ca? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jonathan Young Cfa, Ca is listed as Director, Financial Planner and Research Manager at Professional Wealth Services Pty Ltd, a with 10 employees, based in Greater Sydney Area, Australia. AeroLeads shows a work email signal at pws.net.au and a matched LinkedIn profile for Jonathan Young Cfa, Ca.

Jonathan Young Cfa, Ca previously worked as Manager, Policy and Advisory at Amp and Senior Accountant, Accounting Policy and Advice at Amp. Jonathan Young Cfa, Ca holds Postgraduate Diploma, Accounting from University Of Cape Town.

Company email context

Email format at Professional Wealth Services Pty Ltd

This section adds company-level context without repeating Jonathan Young Cfa, Ca's masked contact details.

*@pws.net.au
71% confidence

AeroLeads found 1 current-domain work email signal for Jonathan Young Cfa, Ca. Compare company email patterns before reaching out.

Profile bio

About Jonathan Young Cfa, Ca

Jonathan Young Cfa, Ca is a Director, Financial Planner and Research Manager 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"

Listed skills include Financial Analysis, Financial Reporting, Financial Modeling, Finance, and 18 others.

Current workplace

Jonathan Young Cfa, Ca's current company

Company context helps verify the profile and gives searchers a useful next step.

Professional Wealth Services Pty Ltd
Professional Wealth Services Pty Ltd
Director, Financial Planner and Research Manager
Sydney, NSW, AU
Website
Employees
10
AeroLeads page
10 roles

Jonathan Young Cfa, Ca work experience

A career timeline built from the work history available for this profile.

Manager, Policy And Advisory

Amp

Sydney, Australia

May 2017 - Feb 2018

Senior Accountant, Accounting Policy And Advice

Amp

Sydney, Australia

Aug 2015 - May 2017

Senior Accountant

Sydney Area, Australia

Jan 2015 - Aug 2015

Relationship Manager, Private Clients And Corporate Trust

Guernsey

Jul 2010 - Feb 2012

Client Accounting Manager

Cape Town And Guernsey

Aug 2007 - Jun 2010

Audit Manager

Rsm International

Cape Town Area, South Africa

Jan 2003 - Aug 2007
Team & coworkers

Colleagues at Professional Wealth Services Pty Ltd

Other employees you can reach at pws.net.au. View company contacts for 10 employees →

2 education records

Jonathan Young Cfa, Ca education

FAQ

Frequently asked questions about Jonathan Young Cfa, Ca

Quick answers generated from the profile data available on this page.

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 Professional Wealth Services Pty Ltd?

Jonathan Young Cfa, Ca is listed as Director, Financial Planner and Research Manager at Professional Wealth Services Pty Ltd.

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

AeroLeads has found 1 work email signal at @pws.net.au for Jonathan Young Cfa, Ca at Professional Wealth Services Pty Ltd.

Where is Jonathan Young Cfa, Ca based?

Jonathan Young Cfa, Ca is based in Greater Sydney Area, Australia while working with Professional Wealth Services Pty Ltd.

What companies has Jonathan Young Cfa, Ca worked for?

Jonathan Young Cfa, Ca has worked for Professional Wealth Services Pty Ltd, Amp, Amp Capital, Centuria Capital Limited, and Northern Trust Corporation.

Who are Jonathan Young Cfa, Ca's colleagues at Professional Wealth Services Pty Ltd?

Jonathan Young Cfa, Ca's colleagues at Professional Wealth Services Pty Ltd include Yosha Steeghs, Naomi Rosenthal, David Marginson Jp Bcom, Mba, Adfs(Fin Plg), Faim, Alexandria Thomaschuetz, and Kiran Sathiaraj.

How can I contact Jonathan Young Cfa, Ca?

You can use AeroLeads to view verified contact signals for Jonathan Young Cfa, Ca at Professional Wealth Services Pty Ltd, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Young Cfa, Ca attend?

Jonathan Young Cfa, Ca holds Postgraduate Diploma, Accounting from University Of Cape Town.

What skills is Jonathan Young Cfa, Ca known for?

Jonathan Young Cfa, Ca is listed with skills including Financial Analysis, Financial Reporting, Financial Modeling, Finance, Risk Management, Management, Financial Planning, and Research Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.