KATHERINE LOUISE SCHULTZ
Financial Adviser · Wayville, SA
📚 Qualifications & Training
2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association Australia
2010 - Certified Financial Planner (CFP) - Advanced Diploma (AQF 6) - FPA
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
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.