Duncan Schofield
Financial Adviser
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About
Duncan Schofield is an ASIC-registered financial adviser based in Charlestown, NSW, dedicated to helping individuals and families achieve their financial goals. With a Diploma in Financial Services from AMP (2002) and having successfully completed the FAS Adviser Exam (2023), Duncan possesses a solid foundation of knowledge and expertise in the financial services industry. Duncan is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities, ensuring his clients have access to diverse investment opportunities tailored to their specific needs and risk profiles. Duncan is committed to providing clear, straightforward advice to help you navigate the complexities of the financial landscape. He believes in building long-term relationships with his clients, based on trust and mutual respect. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment guidance Ready to take control of your financial future? Contact Duncan today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Duncan Schofield offer?
Duncan Schofield provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He can help you create a personalized financial plan tailored to your unique circumstances.
What are Duncan Schofield's qualifications?
Duncan Schofield holds a Diploma in Financial Services from AMP (2002) and has passed the FAS Adviser Exam (2023).
What can I expect during my first meeting with Duncan Schofield?
During your initial consultation, Duncan will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you achieve your objectives and answer any questions you may have.
How does Duncan Schofield stay up-to-date with the latest financial regulations and market trends?
Duncan is committed to ongoing professional development and regularly attends industry conferences and training sessions to ensure he remains at the forefront of the financial services industry.
What is the process for becoming a client of Duncan Schofield?
The first step is to schedule an initial consultation. Following this, if you decide to proceed, Duncan will work with you to develop a personalized financial plan and implement the agreed-upon strategies.
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