Joel Schultz

Joel Schultz Email and Phone Number

Director at Columbus Wealth Advisory Australian Financial Service Licence (AFSL) 520053 @ Columbus Wealth Advisory
Joel Schultz's Location
Hawthorn, Victoria, Australia, Australia
Joel Schultz's Contact Details

Joel Schultz personal email

n/a
About Joel Schultz

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.

Joel Schultz's Current Company Details
Columbus Wealth Advisory

Columbus Wealth Advisory

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Director at Columbus Wealth Advisory Australian Financial Service Licence (AFSL) 520053
Joel Schultz Work Experience Details
  • Columbus Wealth Advisory
    Director And Senior Financial Adviser
    Columbus Wealth Advisory Jan 2019 - Present
    Melbourne, Australia
  • Multiply Wealth Advisory
    Director And Senior Financial Adviser
    Multiply Wealth Advisory May 2017 - Jan 2019
    Malvern, Victoria, Australia
  • Westpac Institutional Bank
    Director - Corporate Fx And Commodity Sales
    Westpac Institutional Bank Nov 2015 - Sep 2016
    Melbourne Area, Australia
  • Westpac
    Director Corporate Fx And Commodities Sales, New York
    Westpac Jan 2012 - Oct 2015
    New York City
    I am responsible for the delivery of risk management services, including FX, Commodities and IR, to Westpac's North American corporate client base, consisting of Fortune 100 companies from a diverse industry set encompassing mining, media and technology, industrials, financials, energy and utilities. During this time I have promoted a culture of customer service excellence and strategic advice valued by our client base. Along with this, I have developed and grown a strong internal stakeholder engagement process both locally and within the wider international business. At all times, I look to ensure that my desk operates within the appropriate regulatory frameworks to ensure a strong compliance discipline is maintained, and have looked to increase penetration into new markets and ensure we maximise opportunities among our existing customer base.
  • Westpac
    Associate Director - Corporate Foreign Exchange & Commodities
    Westpac Jan 2010 - Jan 2012
    Melbourne, Australia
  • Cba
    Dealer
    Cba Jun 2004 - Dec 2009
    Vice President - Foreign Exchange

Joel Schultz Skills

Sales Fx Hedging Interest Rate Risk Management Foreign Exchange Risk Management Portfolio Management Fx Options Commodity Foreign Exchange Financial Risk Trade Finance Derivatives Relationship Management Banking Financial Markets Credit Risk Risk Management Strategy Financial Services Foreign Exchange Options Business Relationship Management Commodity Markets

Joel Schultz Education Details

Frequently Asked Questions about Joel Schultz

What company does Joel Schultz work for?

Joel Schultz works for Columbus Wealth Advisory

What is Joel Schultz's role at the current company?

Joel Schultz's current role is Director at Columbus Wealth Advisory Australian Financial Service Licence (AFSL) 520053.

What is Joel Schultz's email address?

Joel Schultz's email address is js****@****.com.au

What schools did Joel Schultz attend?

Joel Schultz attended Federation University Australia.

What skills is Joel Schultz known for?

Joel Schultz has skills like Sales, Fx Hedging, Interest Rate Risk Management, Foreign Exchange Risk Management, Portfolio Management, Fx Options, Commodity, Foreign Exchange, Financial Risk, Trade Finance, Derivatives, Relationship Management.

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