SIMON MATTHEW SCHEMBRI (Adviser# 000438153) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is October 21, 2015.
| Register Name | Financial Advisers |
| Adviser Name | SIMON MATTHEW SCHEMBRI |
| Adviser Number | 000438153 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000279615 LIFEWEALTH PTY LTD |
| Licence ABN | 79100448182 |
| Licence Controlled By |
JAMES LEIGH VANDALOO PAUL THOMAS MCKERNAN |
| Adviser Start Date | 2015-10-21 |
| Appointing Representative Name | LIFEWEALTH PTY LTD |
| Appointing Representative Number | 000279615 |
| Appointing Representative ABN | 79100448182 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma | Financial Planning - Kaplan Professional |
| Bachelor Degree | Business - RMIT University |
| CFP | Certified Financial Planner - Financial Planning Association of Australia |
| Certificate | Basic Income Tax Course - H and R Block |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000279615 |
LIFEWEALTH PTY LTD
Licence controlled by: JAMES LEIGH VANDALOO ~ PAUL THOMAS MCKERNAN |
2015-10-21 - | LIFEWEALTH PTY LTD |
| 000230690 |
GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2011-05-02 - 2015-09-18 | GODFREY PEMBROKE LIMITED |
| 000237498 |
PREMIUM WEALTH MANAGEMENT PTY LTD
Licence controlled by: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
2005-11-21 - 2011-05-01 |
| Licence Name | LIFEWEALTH PTY LTD |
| Licence Number | 000279615 |
| Licence ABN | 79100448182 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MARK PETER HENRY | Lifewealth Pty Ltd | Current | 2018-01-09 |
| PHOEBE CRAVEN | Lifewealth Pty Ltd | Current | 2017-10-13 |
| ALAN DAVID BLACKWELL | Lifewealth Pty Ltd | Current | 2017-06-02 |
| MICHAEL LIROSI | Lifewealth Pty Ltd | Current | 2017-06-02 |
| TERRY BARBER | Lifewealth Pty Ltd | Current | 2015-08-13 |
| JASON EDWARD HARWOOD | Lifewealth Pty Ltd | Current | 2014-08-26 |
| JAMES LEIGH VANDELOO | Lifewealth Pty Ltd | Current | 2007-04-02 |
| PAUL THOMAS MCKERNAN | Lifewealth Pty Ltd | Current | 2004-11-29 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MARK PETER HENRY | Lifewealth Pty Ltd | Current | 2018-01-09 |
| PHOEBE CRAVEN | Lifewealth Pty Ltd | Current | 2017-10-13 |
| ALAN DAVID BLACKWELL | Lifewealth Pty Ltd | Current | 2017-06-02 |
| MICHAEL LIROSI | Lifewealth Pty Ltd | Current | 2017-06-02 |
| TERRY BARBER | Lifewealth Pty Ltd | Current | 2015-08-13 |
| JASON EDWARD HARWOOD | Lifewealth Pty Ltd | Current | 2014-08-26 |
| JAMES LEIGH VANDELOO | Lifewealth Pty Ltd | Current | 2007-04-02 |
| PAUL THOMAS MCKERNAN | Lifewealth Pty Ltd | Current | 2004-11-29 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.