Dave Schultz Email
Director and Owner (FChFP) @ Encounter Group
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Dave Schultz Location
- Adelaide, SA, AU
Dave Schultz Work
- Director and Owner (FChFP) @ (July 2011 - Present)
- Chair Of The Board Of Directors @ (November 2020 - April 2025)
- Secretary Board Of Directors @ (November 2018 - November 2020)
- Vice Chair Board Of Directors @ (January 2018 - April 2018)
- State Director SA and NT @ (January 2016 - April 2018)
- Member Board of Directors @ (January 2016 - January 2018)
- Advice Development Manager @ Bernie Lewis Home Loans & Wealth Management (April 2010 - May 2011)
- Regional Manager, Banking and Advice @ Australian Central Credit Union (November 2003 - April 2010)
- Senior Financial Adviser @ (July 2000 - October 2003)
- Financial Planner @ (November 1989 - June 2000)
Dave Schultz Education
- Mentor Education Group
Fellow Chartered Financial Practitioner (FChFP) (Financial Advice)
2012-2012 - University of South Australia
Graduate Certificate (Business Management)
2006-2006 - Victor Harbor High School 1980-1983
Dave Schultz Skills
- Protection
- Superannuation
- Wealth Management
- Income Protection
- Strategic Financial Planning
- Wealth Accumulation
- Retirement Planning
- Investments
- Insurance
- Estate Planning
- Retirement
- Debt Management
- Financial Services
- Commercial Banking
- Project Management
- Succession Planning
- Relationship Management
- Banking
- Leadership
- Business Planning
- Finance
- Small Business
- Refinance
- Recruiting
- Personal Finance
- Portfolio Management
- Financial Planning
- Financial Advisory
- Wealth
- Management
- Risk Management
- Investment Strategies
- Financial Risk
- Investment Advisory
- Business Strategy
- Pensions
- Life Insurance
- Asset Management
- Change Management
- Business
- Stakeholder Management
- Strategic Planning
- Strategy
- Wealth Management Services
- Financial Analysis
- Residential Mortgages
- Credit
- Loans
- Services
- Microsoft Excel
- Research
- Public Speaking
- Team Building
Dave Schultz Summary
- Dave Schultz, based in Adelaide, SA, AU, is currently a Director and Owner (FChFP) at Encounter Group. Dave Schultz brings experience from previous roles at The Hills Christian Community School Inc and AMP Financial Planners Association Ltd. Dave Schultz holds a 2012 - 2012 Fellow Chartered Financial Practitioner (FChFP) in Financial Advice @ Mentor Education Group. With a robust skill set that includes Protection, Superannuation, Wealth Management, Income Protection, Strategic Financial Planning and more.
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