Kate Schultz Email
Financial Adviser @ FinSec Partners Pty Ltd
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Kate Schultz Location
- Adelaide, SA, AU
Kate Schultz Work
- 2020 -now Financial Adviser @
- 2009 -2020 Private Client Adviser @
- 2000 -2009 Financial Planner @ Wealth Concepts
Kate Schultz Education
- Kaplan Professional
Graduate Diploma of Financial Planning
2020-2024 - The University of Adelaide
Cavendish & ICFS Specialist SMSF Course
2013-2013 - Financial Planning Association of Australia
CERTIFIED FINANCIAL PLANNER®
2003-2010 - Deakin University - distance education
Diploma of Financial Planning
2000-2002
Kate Schultz Skills
- Pensions
- Superannuation
- Aged Care
- SMSF
- Income Protection
- Investment Strategies
- Retirement Planning
- Insurance
- Investments
- Estate Planning
- Accounting
- Financial Planning
- Business Analysis
- Supply Chain Management
- Centrelink
Kate Schultz Summary
- Kate Schultz, based in Adelaide, SA, AU, is currently a Financial Adviser at FinSec Partners Pty Ltd. Kate Schultz brings experience from previous roles at AMP Advice Wayville and Wealth Concepts. Kate Schultz holds a 2020 - 2024 Graduate Diploma of Financial Planning @ Kaplan Professional. With a robust skill set that includes Pensions, Superannuation, Aged Care, SMSF, Income Protection and more. Kate Schultz has 1 emails on RocketReach.
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Top FinSec Partners Pty Ltd Employees
Lisa Ruchel
Client Services Officer- Insurance Specialist
Adelaide, SA, AU
Craig Medlow
Financial Adviser and Partner
Adelaide, SA, AU
Kate Schultz
Financial Adviser
Adelaide, SA, AU
Andrew Creaser
Partner
Adelaide, SA, AU
Anthony Hughes
Senior Mortgage Broker
Mount Barker Summit, SA, AU
Rohan Reid
Manager of Advice and Compliance
Adelaide, SA, AU
Denise Henly
Finance and Administration Manager, Partner
Adelaide, SA, AU
Nathan Pech
Principal Adviser
Adelaide, SA, AU
Michael Goco
Revenue and Client Service Officer
Adelaide, SA, AU
Kimberley Hamilton
Senior Customer Service Officer
Adelaide, SA, AU
Kurtis Phillips
Authorised Representative
Adelaide, SA, AU
Werner Swart
Advice Operations Team Manager
Adelaide, SA, AU
Arjun Jani
Graduate Advice Operations
Adelaide, SA, AU
Akshaj Joshi
Client Service Officer
Adelaide, SA, AU
Tracey Boam
Senior Financial Planner
Adelaide, SA, AU
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