JOEL ROBERT JOHN SCHULTZ (Adviser# 001254774) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is June 27, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JOEL ROBERT JOHN SCHULTZ |
| Adviser Number | 001254774 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000425511 PFA ADVISER SERVICES PTY LTD |
| Licence ABN | 86159583123 |
| Adviser Start Date | 2017-06-27 |
| Appointing Representative Name | FINTERLIESE PTY LTD |
| Appointing Representative Number | 001255820 |
| Appointing Representative ABN | 50617828770 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | IntegrityEducation Group |
| Bachelor of Management | Federation Unversity |
| Diploma of Financial Planning | Kaplan Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000425511 | PFA ADVISER SERVICES PTY LTD | 2017-06-27 - | FINTERLIESE PTY LTD |
| 000425511 | PFA ADVISER SERVICES PTY LTD | 2017-05-19 - 2017-06-26 | THE TRUSTEE FOR SM ROMEO FAMILY TRUST |
| Licence Name | PFA ADVISER SERVICES PTY LTD |
| Licence Number | 000425511 |
| Licence ABN | 86159583123 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SAM ROMEO | Pfa Adviser Services Pty Ltd | Current | 2016-06-04 |
| PATRICK FOUVY | Pfa Adviser Services Pty Ltd | Current | 2012-10-02 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SAM ROMEO | Pfa Adviser Services Pty Ltd | Current | 2016-06-04 |
| PATRICK FOUVY | Pfa Adviser Services Pty Ltd | Current | 2012-10-02 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.