Financial Adviser
· ROSE PARK, SA
Derek Russell Schutz
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000250309
Derek Russell Schutz is a financial adviser based in Rose Park, South Australia, with 25 years of experience in the financial services industry. Derek is currently authorised under Concord Licensee Services Pty Ltd. Derek 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 Master of Financial Planning from Kaplan Higher Education Pty Ltd (PRV12030). Derek 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
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Master of Financial Planning
Kaplan Higher Education Pty Ltd (PRV12030)
2020
MAI769 Ethics for Financial Services
Ethics - Deakin University
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
JIGSAW SUPPORT SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register