Juergen Schultz Financial Planner Report

Name:
Juergen Rudolf Schultz

Rep Number:
000250999

Status:
Current

First Advice:
1981

Disciplinary action:
No action

Most Recent Role:
2010-01-18 onwards

Location:
Frankston, Melbourne, VIC, 3199

ABN:
79 095 340 387

Licensee
Name:

Number:
000236523

ABN:
47 097 797 049

Controlled By:

Appointed By
Name:
Infocus Securities Australia Pty Ltd

Licence Number:
000236523

ABN:
47 097 797 049

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
LPAC Online
ASX Listed Products Accreditation
Australian Insurance Institute
Diploma in Life Insurance
Financial Planning Association
Diploma of Financial Planning
Kaplan
Margin Lending and Geared Investments
Kaplan
Self Managed Superannuation Funds

Memberships
Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
Certified Insurance Professional (CIP)
Financial Planning Association of Australia (FPA)