Michael Youngman
Investment Adviser, Authorised Financial Adviser at Hobson Wealth Partners- Claim this Profile
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Bio
Experience
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Hobson Wealth
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New Zealand
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Financial Services
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1 - 100 Employee
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Investment Adviser, Authorised Financial Adviser
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Nov 2016 - Present
Macquarie Private Wealth changed its name to Hobson Wealth Partners in November 2016.I continue to provide investment advice and portfolio management services to individuals, couples, trusts, charities and businesses. Macquarie Private Wealth changed its name to Hobson Wealth Partners in November 2016.I continue to provide investment advice and portfolio management services to individuals, couples, trusts, charities and businesses.
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Trustee
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2008 - Present
I am involved in the ongoing planning and construction of the cycleway from Christchurch to Little River. Once completed the trust intends the cycleway to be added to the New Zealand Cycleway network. I am involved in the ongoing planning and construction of the cycleway from Christchurch to Little River. Once completed the trust intends the cycleway to be added to the New Zealand Cycleway network.
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Committee Member
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2008 - Present
As a committee member I work to provide ongoing training, through identifying speakers and topics, to our members to ensure current knowledge is maintained.In July 2014 I was appointed to chair the Branch Committee which has provided the opportunity for me to contribute the branches views to the board and council. As a committee member I work to provide ongoing training, through identifying speakers and topics, to our members to ensure current knowledge is maintained.In July 2014 I was appointed to chair the Branch Committee which has provided the opportunity for me to contribute the branches views to the board and council.
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Macquarie Group
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Australia
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Financial Services
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700 & Above Employee
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Authorised Financial Adviser
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Jun 2004 - Nov 2016
Macquarie Private Wealth changed its name to Hobson Wealth Partners in November 2016. I work with my clients to develop and implement personalised investment solutions providing them with peace of mind and the prospect of achieving their investment goals and objectives. Macquarie Private Wealth changed its name to Hobson Wealth Partners in November 2016. I work with my clients to develop and implement personalised investment solutions providing them with peace of mind and the prospect of achieving their investment goals and objectives.
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Education
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IFA
Certified Financial Planner (CFP), Financial Planning and Services -
NZX
NZX Adviser -
NZX (Administered through Kaplan)
NZX Diploma, Sharemarkets, security valuation and investing -
Massey University
Diploma of Business Studies (endorsed Financial Planning), Financial Planning and Services -
Christchurch College of Education
Graduate Diploma of Teaching & Learning, Sceondary school Mathematics and Science -
Lincoln University (NZ)
Master Applied Science, Maths, simulation -
Amuri Area School