Magdy Yousef – Financial Adviser

Adviser identifying number: 1004366
Status: Current
Adviser’s ABN: 61279670031
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: MAGDY YOUSEF
Licence number: 455680
Licensee’s ABN: 61279670031
Licence controlled by:

The date the Financial Adviser commenced the appointment: 15/05/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MAGDY YOUSEF
Authorised Representative identifying number: 000455680
Authorised Representative’s ABN: 61279670031

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Diploma of Financail planning – Traineeship Managment Australia
• Financail Planning Skills – Griffith University – AMP Adviser Academy
• Personal and Business risk insurance – TAL Risk Academy
• Public Practice Certificate – CPA Australia
• Tax agent certificate – Tax Practitioners Board

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Magdy Yousef is authorised to provide advices on following products:

• Life Products / Life Risk Insurance Products
• Superannuation / Self-Managed Superannuation Fund
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation