Joel Robert John Schultz
Financial Adviser in Camberwell, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001254774
- Location
- Camberwell VIC 3124
- Licensee
- Finterliese Pty Ltd (AFSL 520053)
- Authorised since
- 19 May 2020
- First provided advice
- 2017
- Qualifications
- Bachelor of Management, Federation Unversity (2001); Advanced Diploma of Financial Planning, IntegrityEducation Group (2017); Diploma of Financial Planning, Kaplan Education (2017); Graduate Diploma of Financial Planning, Kaplan (2022)
- Memberships
- Financial Advice Association of Australia (FAAA); The Tax Practitioners Board
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Joel Robert John Schultz
Joel Robert John Schultz is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Camberwell, Victoria (adviser number 001254774).
The licensee Joel advises under is Finterliese Pty Ltd (AFS licence 520053). That authorisation dates from 19 May 2020.
According to the register, Joel first provided financial advice in 2017. The qualifications listed for Joel include Bachelor of Management (Federation Unversity, 2001), Advanced Diploma of Financial Planning (IntegrityEducation Group, 2017) and Diploma of Financial Planning (Kaplan Education, 2017). Joel is recorded as a member of Financial Advice Association of Australia (FAAA) and The Tax Practitioners Board.
Joel is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Joel Robert John Schultz a registered financial adviser?
Yes. Joel Robert John Schultz is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001254774.
Which licensee does Joel Robert John Schultz work under?
Finterliese Pty Ltd, Australian financial services licence 520053.
What can Joel Robert John 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.