Kate Rochelle Schembri
Financial Adviser in Mackay, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000269186
- Location
- Mackay QLD 4740
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2006
- Qualifications
- 8 unit Diploma of Financial Planning, Financial Planning Association of Australia Limited (2004); RG146 Margin Lending, MLC ThreeSixty (2011); Master of Financial Planning, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Kate Rochelle Schembri
Kate Rochelle Schembri is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mackay, Queensland (adviser number 000269186).
Kate provides advice as an authorised representative of Consultum Financial Advisers Pty Ltd, which holds Australian financial services licence 230323. That authorisation dates from 1 June 2021.
The register records 2006 as the year Kate first provided financial advice. Qualifications and training on file include 8 unit Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2004), RG146 Margin Lending (MLC ThreeSixty, 2011) and Master of Financial Planning (Kaplan Higher Education Pty Limited, 2018). Kate is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kate Rochelle Schembri a registered financial adviser?
Yes. Kate Rochelle Schembri is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000269186.
Which licensee does Kate Rochelle Schembri work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Kate Rochelle Schembri give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.