JOEL ROBERT JOHN SCHULTZ
Financial Adviser · Hawthorn, VIC
📚 Qualifications & Training
2001 - Bachelor of Management - - Federation Unversity
2017 - Advanced Diploma of Financial Planning - - IntegrityEducation Group
2017 - Diploma of Financial Planning - - Kaplan Education
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
The Tax Practitioners Board
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.