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