Financial Adviser · ADELAIDE, SA

Daniel Schulz

ADELAIDE, SA

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001007555

Currently at

Bridges Financial Services

Sydney, NSW (firm address)

View firm profile

Daniel Schulz is a financial adviser based in Adelaide, South Australia, with 11 years of experience in the financial services industry since 2015. Daniel is currently authorised under Bridges Financial Services. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Bachelor of Science from Winthrop University. Daniel 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

Restrictions: Superannuation - All excludes Self Managed Superannuation Funds. Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Science

Winthrop University

2013

FNS50611 Diploma of Financial Planning

Investment Banking Institute Pty Ltd

2015

FNS60410 Advanced Diploma of Financial Planning

Investment Banking Institute Pty Ltd

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Education Pty Ltd

Registration History

Bridges Financial Services Pty Limited

May 2021 - Present Current

Superannuation - All excludes Self Managed Superannuation Funds. Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Akumin Financial Planning Pty Limited

Sep 2019 - May 2021 Ceased

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

Commonwealth Financial Planning Limited

Jul 2016 - Aug 2019 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Akumin Financial Planning Pty Limited

Mar 2015 - Feb 2016 Ceased

MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register