KARL THEODORE SCHMIDT
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2006 - Bachelor of Business (Marketing) - Bachelor Degree (AQF 7) - Queensland Univeristy of Technology
2008 - Diploma of Financial Services (Financial Planning FNS50804 - Diploma (AQF 5) - Mentor Asset Management Pty Ltd, trading as PS146 Training Australia
2013 - FNS60410 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2017 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.