Duncan Ryan Schofield
Financial Adviser in Charlestown, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249449
- Location
- Charlestown NSW 2290
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 1 July 2024
- First provided advice
- 2001
- Qualifications
- Diploma in Financial Services, AMP (2002); FAS Adviser Exam, ASIC (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, managed discretionary account services
- Register status
- Current
About Duncan Ryan Schofield
On the Financial Advisers Register kept by ASIC, Duncan Ryan Schofield appears as a current financial adviser in Charlestown, New South Wales, adviser number 000249449.
Duncan provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. That authorisation dates from 1 July 2024.
According to the register, Duncan first provided financial advice in 2001. The qualifications listed for Duncan include Diploma in Financial Services (AMP, 2002) and FAS Adviser Exam (ASIC, 2023).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total.
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Questions people ask
Is Duncan Ryan Schofield a registered financial adviser?
Yes. Duncan Ryan Schofield is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249449.
Which licensee does Duncan Ryan Schofield work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Duncan Ryan Schofield 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; managed discretionary account services.