Simon Matthew Schembri
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000438153
- Location
- Melbourne VIC 3000
- Licensee
- Lifewealth Pty Ltd (AFSL 279615)
- Authorised since
- 21 October 2015
- First provided advice
- 2013
- Qualifications
- Advanced Diploma of Financial Planning, Kaplan Professional (2009); Bachelor of Business, RMIT University (2009); Basic Income Tax, H & R Block (2009); Certified Financial Planner, Financial Planning Association of Australia (2014); FPC002B Ethics & Professionalism in Financial Advice, Kaplan Higher Education (2019)
- 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 Simon Matthew Schembri
On the Financial Advisers Register kept by ASIC, Simon Matthew Schembri appears as a current financial adviser in Melbourne, Victoria, adviser number 000438153.
Advice is given under the Australian financial services licence of Lifewealth Pty Ltd, licence number 279615. The current authorisation started on 21 October 2015.
According to the register, Simon first provided financial advice in 2013. Qualifications and training on file include Advanced Diploma of Financial Planning (Kaplan Professional, 2009), Bachelor of Business (RMIT University, 2009) and Basic Income Tax (H & R Block, 2009). Simon is recorded as a member of Financial Advice Association of Australia (FAAA).
Simon is authorised to advise 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 Simon Matthew Schembri a registered financial adviser?
Yes. Simon Matthew Schembri is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000438153.
Which licensee does Simon Matthew Schembri work under?
Lifewealth Pty Ltd, Australian financial services licence 279615.
What can Simon Matthew 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.