JOHN FRANCIS SCHOFIELD

Financial Adviser · Mulgrave, VIC

Registered

Registration Number

000249335

Registration Status

Registered

Location

Mulgrave, VIC 3170

Providing Advice Since

1991

Registration Date

01/01/2004

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

1979 - Bachelor of Arts - Bachelor Degree (AQF 7) - The Polytechnic of North London
1984 - Bachelor of Business - Bachelor Degree (AQF 7) - Footscray Institute of Technology
1997 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
1997 - Certified Practising Accountant - Professional Designations - Australian Society of Certified Practicing Accountants
2000 - Industry Standard Education - RG146 specialist knowledge - - Financial Planning Association of Australia (FPA)

🏢 Professional Memberships

CPA Australia (CPA)

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.