Financial Adviser · CHARLESTOWN, NSW

Duncan Ryan Schofield

CHARLESTOWN, NSW
25 Years experience
ASIC Registered · ADV 000249449
Currently at
Brisbane, QLD (firm address)

About Duncan Ryan Schofield

Duncan Ryan Schofield is a financial adviser based in Charlestown, New South Wales, with 25 years of experience in the financial services industry since 2001. Duncan is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Duncan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Duncan's qualifications include a Diploma in Financial Services from AMP.

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Qualifications and Training

2002
Diploma in Financial Services
AMP
2023
FAS Adviser Exam
ASIC

Registration History

Jul 2024 - Present Current
Sep 2007 - May 2019 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register