Michelle Schembri
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000327275
- Location
- Chatswood NSW 2067
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 17 July 2020
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning FNS50804), Kaplan Professional (2006); Advanced Diploma of Financial Planning (FNS60410), Kaplan Professional (2013)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Michelle Schembri
On the Financial Advisers Register kept by ASIC, Michelle Schembri appears as a current financial adviser in Chatswood, New South Wales, adviser number 000327275.
The licensee Michelle advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 17 July 2020.
According to the register, Michelle first provided financial advice in 2008. The qualifications listed for Michelle include Diploma of Financial Services (Financial Planning FNS50804) (Kaplan Professional, 2006) and Advanced Diploma of Financial Planning (FNS60410) (Kaplan Professional, 2013). Michelle is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not SMSF.”
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Questions people ask
Is Michelle Schembri a registered financial adviser?
Yes. Michelle Schembri is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000327275.
Which licensee does Michelle Schembri work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Michelle Schembri give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not SMSF."