Financial Adviser · YAMBA, NSW

Mark Paul Schultz

YAMBA, NSW

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000294229

Licensee

Madison Financial Group

Maroochydore, QLD (licence address on ASIC register)

View licensee

About Mark Paul Schultz

Mark Paul Schultz is a financial adviser based in Yamba, New South Wales, with 18 years of experience in the financial services industry since 2008. Mark is currently authorised under Madison Financial Group. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's qualifications include a Certified Financial Planner from Financial Advice Association of Australia. Mark is a member of Financial Advice Association of Australia (FAAA) and Self Managed Super Fund Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Business

QUT

2006

Advanced Diploma of Financial Services (Financial Planning)

Tribecca

2008

Certified Financial Planner

Financial Advice Association of Australia

2010

Master of Business Administration

Queensland University of Technology

2010

SMSF Specialist Advisor (SSA) Accreditation

SMSF Association

2020

Ethics & Professionalism in Financial Advice

Ethics - Kaplan Professional

2025

Commercial Law

Kaplan Professional

Registration History

Madison Financial Group Pty Ltd

Mar 2023 - Present Current

Ep Financial Services Pty Ltd

Nov 2008 - Jan 2022 Ceased

Source: ASIC Financial Advisers Register