Financial Adviser
· YAMBA, NSW
Mark Paul Schultz
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000294229
Mark Paul Schultz is a financial adviser based in Yamba, New South Wales, with 18 years of experience in the financial services industry. Mark is currently authorised under Madison Financial Group Pty Ltd. Mark 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 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
Source: ASIC Financial Advisers Register