DUNCAN RYAN SCHOFIELD

Financial Adviser ยท Charlestown, NSW

Registered

Registration Number

000249449

Registration Status

Registered

Location

Charlestown, NSW 2290

Providing Advice Since

2001

Registration Date

01/07/2024

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

๐Ÿ“š Qualifications & Training

2002 - Diploma in Financial Services - Diploma (AQF 5) - AMP
2023 - FAS Adviser Exam - Other - ASIC

โ„น๏ธ 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.