Financial Adviser · CHATSWOOD, NSW

Michelle Schembri

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000327275

Michelle Schembri is a financial adviser based in Chatswood, New South Wales, with 18 years of experience in the financial services industry. Michelle is currently authorised under Fortnum Private Wealth Ltd. Michelle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Planning (FNS60410) from Kaplan Professional. Michelle is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning FNS50804)

Kaplan Professional

2013

Advanced Diploma of Financial Planning (FNS60410)

Kaplan Professional

Registration History

Fortnum Private Wealth Ltd

Jul 2020 - Present Current

Not SMSF

Financial Wisdom Limited

Aug 2016 - Nov 2019 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Shadforth Financial Group Limited

Nov 2012 - Sep 2015 Ceased

Actuate Alliance Services Pty Ltd

Jul 2008 - Feb 2013 Ceased

Source: ASIC Financial Advisers Register