Mark Paul Schultz
Financial Adviser in Yamba, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000294229
- Location
- Yamba NSW 2464
- Licensee
- Madison Financial Group Pty Ltd (AFSL 246679)
- Authorised since
- 15 March 2023
- First provided advice
- 2008
- Qualifications
- Bachelor of Business, QUT (2002); Advanced Diploma of Financial Services (Financial Planning), Tribecca (2006); Certified Financial Planner, Financial Advice Association of Australia (2008); Master of Business Administration, Queensland University of Technology (2010); SMSF Specialist Advisor (SSA) Accreditation, SMSF Association (2010); Ethics & Professionalism in Financial Advice, Kaplan Professional (2020); Commercial Law, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA); Self Managed Super Fund Association
- Advice areas
- superannuation, 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 Mark Paul Schultz
Mark Paul Schultz is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Yamba, New South Wales (adviser number 000294229).
Mark provides advice as an authorised representative of Madison Financial Group Pty Ltd, which holds Australian financial services licence 246679. That authorisation dates from 15 March 2023.
According to the register, Mark first provided financial advice in 2008. The qualifications listed for Mark include Bachelor of Business (QUT, 2002), Advanced Diploma of Financial Services (Financial Planning) (Tribecca, 2006) and Certified Financial Planner (Financial Advice Association of Australia, 2008). Mark is recorded as a member of Financial Advice Association of Australia (FAAA) and Self Managed Super Fund Association.
Mark is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Mark Paul Schultz a registered financial adviser?
Yes. Mark Paul Schultz is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000294229.
Which licensee does Mark Paul Schultz work under?
Madison Financial Group Pty Ltd, Australian financial services licence 246679.
What can Mark Paul Schultz give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.