Karl Theodore Schmidt
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000332129
- Location
- Brisbane QLD 4000
- Licensee
- Shadforth Financial Group Limited (AFSL 318613)
- Authorised since
- 3 July 2018
- First provided advice
- 2009
- Qualifications
- Bachelor of Business (Marketing), Queensland Univeristy of Technology (2006); Diploma of Financial Services (Financial Planning FNS50804, Mentor Asset Management Pty Ltd, trading as PS146 Training Australia (2008); FNS60410 Advanced Diploma of Financial Planning, Kaplan Education Pty Ltd (2013); Certified Financial Planner (CFP), Financial Planning Association of Australia Ltd (2017)
- 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 Karl Theodore Schmidt
On the Financial Advisers Register kept by ASIC, Karl Theodore Schmidt appears as a current financial adviser in Brisbane, Queensland, adviser number 000332129.
The licensee Karl advises under is Shadforth Financial Group Limited (AFS licence 318613). That authorisation dates from 3 July 2018.
According to the register, Karl first provided financial advice in 2009. Qualifications and training on file include Bachelor of Business (Marketing) (Queensland Univeristy of Technology, 2006), Diploma of Financial Services (Financial Planning FNS50804 (Mentor Asset Management Pty Ltd, trading as PS146 Training Australia, 2008) and FNS60410 Advanced Diploma of Financial Planning (Kaplan Education Pty Ltd, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Karl Theodore Schmidt a registered financial adviser?
Yes. Karl Theodore Schmidt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000332129.
Which licensee does Karl Theodore Schmidt work under?
Shadforth Financial Group Limited, Australian financial services licence 318613.
What can Karl Theodore Schmidt 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.