Joel Schultz Email & Phone Number

I have over a decade's experience working in domestic and international financial markets for the CBA and Westpac. After four years in New York City, I returned home to establish my business and share with individuals and families the same high standard of advice the world's large institutions demand.My real world Financial Markets experience provides a unique and value-added foundation of advice for my clients. Further to my markets experience I have experience in all areas of financial planning, including self-managed superannuation, investment planning, wealth protection and risk insurance.I hold a Diploma and Advanced Diploma in Financial Planning. I also hold a Bachelor of Management degree and am a registered member of the Tax Practitioner's Board.I believe that spending time to develop a deep and meaningful relationship with clients and their families, is the only way to offer practical, tailored advice. I am able to help you anticipate and manage the financial aspect of major life events. From birth to death, and every point in between (first home, children, education, disability, retirement), I am able to provide you with a manageable plan of action to help you achieve your goals in life.My sole focus is to work with my clients to identify their goals, and work together to achieve their financial freedom.

Listed skills include Sales, Fx Hedging, Interest Rate Risk Management, Foreign Exchange Risk Management, and 17 others.

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  Federation University Australia

  Bachelor Of Management