DAVID IAN SCHULTZ
Financial Adviser · Mount Barker, SA
📚 Qualifications & Training
2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2007 - Graduate Certificate in Corporate Management - Graduate Certificate (AQF 8) - University of South Australia
2012 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA)
2023 - FPE020 SMSF Regulation and Taxation - Other - Kaplan Higher Education Pty Limited
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.