SIMON MATTHEW SCHEMBRI

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

000438153

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2013

Registration Date

21/10/2015

Financial Services Licensee

LIFEWEALTH PTY LTD

Licence #000279615

πŸ“š Qualifications & Training

2009 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2009 - Bachelor of Business - Bachelor Degree (AQF 7) - RMIT University
2009 - Basic Income Tax - Certificate (AQF 1-4) - H & R Block
2014 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2019 - FPC002B Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.