Derek Russell Schutz
Financial Adviser in Rose Park, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250309
- Location
- Rose Park SA 5067
- Licensee
- Concord Licensee Services Pty Ltd (AFSL 516107)
- Authorised since
- 3 November 2023
- First provided advice
- 2001
- Qualifications
- Master of Financial Planning, Kaplan Higher Education Pty Ltd (PRV12030) (2016); MAI769 Ethics for Financial Services, Deakin University (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Derek Russell Schutz
Derek Russell Schutz is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Rose Park, South Australia (adviser number 000250309).
Derek provides advice as an authorised representative of Concord Licensee Services Pty Ltd, which holds Australian financial services licence 516107. The current authorisation started on 3 November 2023.
According to the register, Derek first provided financial advice in 2001. The qualifications listed for Derek include Master of Financial Planning (Kaplan Higher Education Pty Ltd (PRV12030), 2016) and MAI769 Ethics for Financial Services (Deakin University, 2020). Derek is recorded as a member of Financial Advice Association of Australia (FAAA).
Derek is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Derek Russell Schutz a registered financial adviser?
Yes. Derek Russell Schutz is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250309.
Which licensee does Derek Russell Schutz work under?
Concord Licensee Services Pty Ltd, Australian financial services licence 516107.
What can Derek Russell Schutz 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.