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David Schultz FChFP

David Schultz FChFP

About Me

With over 30 years’ experience in financial services, Dave has built up an extensive level of expertise through a number of successful advice and leadership roles within some of the most recognisable companies in the industry. Dave has a passion for ensuring his clients are provided with the most suitable advice and ensures all recommendations are underpinned with an appropriate risk management strategy. Dave is married to Tegan, has 3 children and lives in the Adelaide Hills. He is involved in a number of community organisations. He is also a Justice of the Peace in SA and Fellow Chartered Financial Practitioner.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 13 Years
  • Licensed By
    Licensed By Amp Financial Planning Pty Limited