Chris Youssef Financial Planner Report

Name:
Chris Youssef

Rep Number:
001003086

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2011-09-01 onwards

Licensee
Name:

Number:
000318613

ABN:
27 127 508 472

Controlled By:

Appointed By
Name:
Shadforth Financial Group Limited

Licence Number:
000318613

ABN:
27 127 508 472

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Deakin University
Bachelor of Commerce (Finance, Financial Planning & Marketing)
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
Pinnacle Financial Services Academy
Margin Lending
Deakin University
Master of Commerce (Finance & Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)