Michael Youngman

Investment Adviser, Authorised Financial Adviser at Hobson Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Canterbury, New Zealand, NZ

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Experience

    • New Zealand
    • Financial Services
    • 1 - 100 Employee
    • Investment Adviser, Authorised Financial Adviser
      • 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.

    • Trustee
      • 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.

    • Committee Member
      • 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.

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Authorised Financial Adviser
      • 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.

Education

  • IFA
    Certified Financial Planner (CFP), Financial Planning and Services
    2010 - 2010
  • NZX
    NZX Adviser
    2009 - 2009
  • NZX (Administered through Kaplan)
    NZX Diploma, Sharemarkets, security valuation and investing
    2004 - 2008
  • Massey University
    Diploma of Business Studies (endorsed Financial Planning), Financial Planning and Services
    2003 - 2008
  • Christchurch College of Education
    Graduate Diploma of Teaching & Learning, Sceondary school Mathematics and Science
    2000 - 2001
  • Lincoln University (NZ)
    Master Applied Science, Maths, simulation
    1992 - 1998
  • Amuri Area School
    1978 - 1991

Community

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