Financial Adviser
Current
Jul 2020 - Present
AeroLeads people directory · profile
Kate Schultz Email & Phone Number
Financial Adviser
at
FinSec Partners Pty Ltd
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Financial Adviser
Location
Greater Adelaide Area, Australia
Company size
Who is Kate Schultz? Overview
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Quick answer
Kate Schultz is listed as Financial Adviser at FinSec Partners Pty Ltd, a with 25 employees, based in Greater Adelaide Area, Australia. AeroLeads shows a matched LinkedIn profile for Kate Schultz.
Kate Schultz previously worked as Private Client Adviser at Amp Advice Wayville and Financial Planner at Wealth Concepts. Kate Schultz holds Cavendish & Icfs Specialist Smsf Course from The University Of Adelaide.
Company email context
Email format at FinSec Partners Pty Ltd
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FinSec Partners Pty Ltd
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Profile bio
About Kate Schultz
I am a Certified Financial Planner® with over 20 years experience in the financial services profession. Initially working in administration and customer service, I progressed into a Financial Planning role in 2001. I became an accredited SMSF Specialist Advisor™ in 2014.I thoroughly enjoy developing relationships with my clients, communicating in terms they will understand, to assist them put in place financial strategies that will improve their lifestyle and help reach their financial goals.Outside of work, my major interests include spending time with family and socialising with friends. I am a keen runner and enjoy competing in local and corporate sporting competitions.
Listed skills include Financial Planning, Superannuation, Investment Strategies, Retirement Planning, and 8 others.
Current workplace
Kate Schultz's current company
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Finsec Partners Pty Ltd
3 roles
Kate Schultz work experience
A career timeline built from the work history available for this profile.
Private Client Adviser
Nov 2009 - Jul 2020
Financial Planner
Wealth Concepts
Jan 2000 - Nov 2009
Team & coworkers
Colleagues at FinSec Partners Pty Ltd
Other employees you can reach at finsecpartners.com.au. View company contacts for 25 employees →
NP
Nathan Pech
Colleague at Finsec Partners Pty LtdGreater Adelaide Area, Australia
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EP
Esmerie Pienaar
Colleague at Finsec Partners Pty LtdGoodwood, South Australia, Australia
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MB
Michael Balogh
Colleague at Finsec Partners Pty LtdGreater Adelaide Area, Australia
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SP
Sharon Paul
Colleague at Finsec Partners Pty LtdFairview Park, South Australia, Australia
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DH
Denise Henly
Colleague at Finsec Partners Pty LtdGreater Adelaide Area, Australia
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SN
Scott Noell
Colleague at Finsec Partners Pty LtdGreater Adelaide Area, Australia
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KH
Kimberley Hamilton
Colleague at Finsec Partners Pty LtdGreater Adelaide Area, Australia
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MH
Michelle Humphries
Colleague at Finsec Partners Pty LtdAustralia
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SD
Shubhankar Dev
Colleague at Finsec Partners Pty LtdAdelaide, South Australia, Australia
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KM
Kate Morgan
Colleague at Finsec Partners Pty LtdGreater Adelaide Area, Australia
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Nathan Pech
Colleague at Finsec Partners Pty LtdGreater Adelaide Area, Australia
View →
EP
Esmerie Pienaar
Colleague at Finsec Partners Pty LtdGoodwood, South Australia, Australia
View →
MB
Michael Balogh
Colleague at Finsec Partners Pty LtdGreater Adelaide Area, Australia
View →
SP
Sharon Paul
Colleague at Finsec Partners Pty LtdFairview Park, South Australia, Australia
View →
DH
Denise Henly
Colleague at Finsec Partners Pty LtdGreater Adelaide Area, Australia
View →
SN
Scott Noell
Colleague at Finsec Partners Pty LtdGreater Adelaide Area, Australia
View →
KH
Kimberley Hamilton
Colleague at Finsec Partners Pty LtdGreater Adelaide Area, Australia
View →
MH
Michelle Humphries
Colleague at Finsec Partners Pty LtdAustralia
View →
SD
Shubhankar Dev
Colleague at Finsec Partners Pty LtdAdelaide, South Australia, Australia
View →
KM
Kate Morgan
Colleague at Finsec Partners Pty LtdGreater Adelaide Area, Australia
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3 education records
Kate Schultz education
Cavendish & Icfs Specialist Smsf Course
The University Of Adelaide
Certified Financial Planner®
Financial Planning Association Of Australia
Diploma Of Financial Planning
Deakin University - Distance Education
FAQ
Frequently asked questions about Kate Schultz
Quick answers generated from the profile data available on this page.
What company does Kate Schultz work for?
Kate Schultz works for FinSec Partners Pty Ltd.
What is Kate Schultz's role at FinSec Partners Pty Ltd?
Kate Schultz is listed as Financial Adviser at FinSec Partners Pty Ltd.
Where is Kate Schultz based?
Kate Schultz is based in Greater Adelaide Area, Australia while working with FinSec Partners Pty Ltd.
What companies has Kate Schultz worked for?
Kate Schultz has worked for Finsec Partners Pty Ltd, Amp Advice Wayville, and Wealth Concepts.
Who are Kate Schultz's colleagues at FinSec Partners Pty Ltd?
Kate Schultz's colleagues at FinSec Partners Pty Ltd include Nathan Pech, Esmerie Pienaar, Michael Balogh, Sharon Paul, and Denise Henly.
How can I contact Kate Schultz?
You can use AeroLeads to view verified contact signals for Kate Schultz at FinSec Partners Pty Ltd, including work email, phone, and LinkedIn data when available.
What schools did Kate Schultz attend?
Kate Schultz holds Cavendish & Icfs Specialist Smsf Course from The University Of Adelaide.
What skills is Kate Schultz known for?
Kate Schultz is listed with skills including Financial Planning, Superannuation, Investment Strategies, Retirement Planning, Investments, Insurance, Aged Care, and Estate Planning.
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