David Ian Schultz
Financial Adviser in Mount Barker, South Australia, Australia
Review David Ian Schultz
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000408221
- Location
- Mount Barker SA 5251
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 November 2012
- First provided advice
- 2011
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2004); Diploma of Financial Services (Financial Planning), Tribeca (2004); Graduate Certificate in Corporate Management, University of South Australia (2007); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (AFA) (2012); FPE020 SMSF Regulation and Taxation, Kaplan Higher Education Pty Limited (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About David Ian Schultz
David Ian Schultz is a financial adviser in Mount Barker, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000408221.
David provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 1 November 2012.
The register records 2011 as the year David first provided financial advice. The qualifications listed for David include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2004), Diploma of Financial Services (Financial Planning) (Tribeca, 2004) and Graduate Certificate in Corporate Management (University of South Australia, 2007).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed David Ian Schultz here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David Ian Schultz a registered financial adviser?
Yes. David Ian Schultz is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000408221.
Which licensee does David Ian Schultz work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can David Ian Schultz give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."