HomeFinancial AdvisersJoel Robert John Schultz – Financial Adviser

Joel Robert John Schultz – Financial Adviser

Adviser identifying number: 1254774
Status: Ceased
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: 19/05/2017
The date the Financial Adviser ceased the appointment: 26/06/2017
Name of the Authorised Representative: THE TRUSTEE FOR SM ROMEO FAMILY TRUST
Authorised Representative identifying number: 000432531
Authorised Representative’s ABN: 74639811538

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:

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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:

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