Joel Robert John Schultz – Financial Adviser
Adviser identifying number: 1254774
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: PFA ADVISER SERVICES PTY LTD
Licence number: 425511
Licensee’s ABN: 86159583123
Licence controlled by:
The date the Financial Adviser commenced the appointment: 27/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINTERLIESE PTY LTD
Authorised Representative identifying number: 001255820
Authorised Representative’s ABN: 50617828770
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma of Financial Planning – IntegrityEducation Group
- Bachelor of Management – Federation Unversity
- Diploma of Financial Planning – Kaplan Education
Relevant memberships of professional bodies or industry associations:
Joel Robert John Schultz is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility