Financial Adviser
· KEW, VIC
Joel Robert John Schultz
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254774
Joel Robert John Schultz is a financial adviser based in Kew, Victoria, with 9 years of experience in the financial services industry since 2017. Joel is currently authorised under Finterliese. Joel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joel's qualifications include a Bachelor of Management from Federation Unversity. Joel is a member of Financial Advice Association of Australia (FAAA) and The Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Management
Federation Unversity
2017
Advanced Diploma of Financial Planning
IntegrityEducation Group
2017
Diploma of Financial Planning
Kaplan Education
2022
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register