Financial Adviser
· MORTDALE, NSW
Shu-yi Schulstad
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000329137
Shu-yi Schulstad is a financial adviser based in Mortdale, New South Wales, with 18 years of experience in the financial services industry. Shu-yi is currently authorised under Millennium 3 Financial Services Pty Ltd. Shu-yi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma Financial Services (Financial Planning) FNS60404 from Mentor Education Group. Shu-yi is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Advanced Diploma Financial Services (Financial Planning) FNS60404
Mentor Education Group
2008
Diploma Financial Services (Financial Planning) FNS50804
Mentor Education Group