MARK PAUL SCHULTZ
Financial Adviser · Ballina, NSW
📚 Qualifications & Training
2002 - Bachelor of Business - Bachelor Degree (AQF 7) - QUT
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribecca
2008 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia
2010 - Master of Business Administration - Masters Degree (AQF 9) - Queensland University of Technology
2010 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Commercial Law - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Self Managed Super Fund Association
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.