Financial Adviser · MOUNT BARKER, SA

David Ian Schultz

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000408221

Currently at

Sydney, NSW

View firm profile

David Ian Schultz is a financial adviser based in Mount Barker, South Australia, with 15 years of experience in the financial services industry since 2011. David is currently authorised under Akumin Financial Planning. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Tribeca.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2004

Diploma of Financial Services (Financial Planning)

Tribeca

2007

Graduate Certificate in Corporate Management

University of South Australia

2012

Fellow Chartered Financial Practitioner (FChFP)

Association of Financial Advisers (AFA)

2023

FPE020 SMSF Regulation and Taxation

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Nov 2012 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

GWM ADVISER SERVICES PTY LTD

Jul 2011 - Oct 2012 Ceased

Source: ASIC Financial Advisers Register