William Young Financial Planner Report

Name:
William Scott Young

Rep Number:
001006072

Status:
Current

First Advice:
1985

Disciplinary action:
No action

Most Recent Role:
2013-05-20 onwards

Licensee
Name:

Number:
000240813

ABN:
19 009 145 555

Controlled By:

Appointed By
Name:
Morgan Stanley Wealth Management Australia Pty Ltd

Licence Number:
000240813

ABN:
19 009 145 555

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities

Qualifications
University of Adelaide
Bachelor of Economics
Tribeca (Aust) Pty Limited
Policy Statement 146 Knowledge Assessment: Generic Knowledge, Securities & Derivatives
Financial Education Professionals
Statement of Attainment: Generic Knowledge, Managed Investments & Margin Lending Knowledge Assessmen
Havard University
The General Manager Program