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
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Years of Experience 13 Years
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Licensed By Amp Financial Planning Pty Limited