Joanne Scholz

Financial Adviser

ASIC adviser number:
000431881
Qualifications and training:

2012, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Kaplan Professional
2020, Accredited Aged Care Professional Program, Other, Aged Care Steps
2022, Tax for Financial Advising Course (TFAv1), Other, Kaplan Professional
2025, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education

When adviser first provided advice:
2013
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Continuing Professional Development failure year:
2020
Location:
10 Karleym Ct
East Maitland  NSW  2323
AFS licence holder name:
Alliance Wealth Pty Ltd
AFS licence number:
000449221
Licence controlled by:
Centrepoint Alliance Limited ~ Centrepoint Wealth Pty Ltd [Date Ceased: 21/02/2018]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».