Certified Financial Planner
Current
Jul 2017 - Present
AeroLeads people directory · profile
Simon Schembri Email & Phone Number
Certified Financial Planner
at
Lifewealth Group
1 work email found
@lifewealth.com.au
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Certified Financial Planner
Location
Greater Melbourne Area, Australia
Company size
Who is Simon Schembri? Overview
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Quick answer
Simon Schembri is listed as Certified Financial Planner at Lifewealth Group, a with 22 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a work email signal at lifewealth.com.au and a matched LinkedIn profile for Simon Schembri.
Simon Schembri previously worked as Associate Adviser at Lifewealth Group and Senior Paraplanner at Portfolio & Wealth Management Pty Ltd. Simon Schembri holds Certified Financial Planner from Financial Planning Association Of Australia.
Company email context
Email format at Lifewealth Group
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*@lifewealth.com.au
71% confidence
AeroLeads found 1 current-domain work email signal for Simon Schembri. Compare company email patterns before reaching out.
Profile bio
About Simon Schembri
I am a CERTIFIED FINANCIAL PLANNER® (CFP). I am passionate about developing and researching personalised solutions to assist
individuals achieving their goals. I have a keen interest in providing strategic advice, and
developing clear and articulate plans founded on current financial literature, investigative research
and financial modelling. I seek to provide a high level of service to clients to help them attain peace of mind.
In line with Lifewealth’s core values, I pride myself on strong principles of team work, client focus, and diligence that enable me to develop partnerships with people to work together on plans, so they can take ownership of their chosen path.
My internationally accredited CFP designation requires me to maintain a higher level of ethical and professional ongoing educational standard, ensuring our clients receives comprehensive and practical financial planning.
Listed skills include Superannuation, Retirement Planning, Wealth Management, Financial Planning, and 18 others.
Current workplace
Simon Schembri's current company
Company context helps verify the profile and gives searchers a useful next step.
Lifewealth Group
4 roles · 21 years
Simon Schembri work experience
A career timeline built from the work history available for this profile.
Associate Adviser
Sep 2015 - Jul 2017
Senior Paraplanner
May 2011 - Sep 2015
Paraplanner
2006 - 2011
~5 yrs
Team & coworkers
Colleagues at Lifewealth Group
Other employees you can reach at lifewealth.com.au. View company contacts for 22 employees →
JF
Justin Frohnert
Colleague at Lifewealth GroupGreater Melbourne Area, Australia
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PM
Phoebe Mangione
Colleague at Lifewealth GroupGreater Melbourne Area, Australia
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MH
Mark Henry
Colleague at Lifewealth GroupGreater Melbourne Area, Australia
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JD
Joe Denomme
Colleague at Lifewealth GroupWyongah, New South Wales, Australia
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LE
Louisa Ellul
Colleague at Lifewealth GroupGreater Melbourne Area, Australia
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JV
James Vandeloo
Colleague at Lifewealth GroupGreater Melbourne Area, Australia
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BB
Bertrand Bouchez
Colleague at Lifewealth GroupGreater Melbourne Area, Australia
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NM
Nicholas Minniti
Colleague at Lifewealth GroupCoburg, Victoria, Australia
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AP
Alex Porter
Colleague at Lifewealth GroupGreater Melbourne Area, Australia
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DP
David Patterson
Colleague at Lifewealth GroupGreater Melbourne Area, Australia
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Justin Frohnert
Colleague at Lifewealth GroupGreater Melbourne Area, Australia
View →
PM
Phoebe Mangione
Colleague at Lifewealth GroupGreater Melbourne Area, Australia
View →
MH
Mark Henry
Colleague at Lifewealth GroupGreater Melbourne Area, Australia
View →
JD
Joe Denomme
Colleague at Lifewealth GroupWyongah, New South Wales, Australia
View →
LE
Louisa Ellul
Colleague at Lifewealth GroupGreater Melbourne Area, Australia
View →
JV
James Vandeloo
Colleague at Lifewealth GroupGreater Melbourne Area, Australia
View →
BB
Bertrand Bouchez
Colleague at Lifewealth GroupGreater Melbourne Area, Australia
View →
NM
Nicholas Minniti
Colleague at Lifewealth GroupCoburg, Victoria, Australia
View →
AP
Alex Porter
Colleague at Lifewealth GroupGreater Melbourne Area, Australia
View →
DP
David Patterson
Colleague at Lifewealth GroupGreater Melbourne Area, Australia
View →
3 education records
Simon Schembri education
Certified Financial Planner
Financial Planning Association Of Australia
Advanced Diploma Of Financial Planning, Financial Planning And Services
Kaplan Professional
Bachelor Of Business, Accounting
FAQ
Frequently asked questions about Simon Schembri
Quick answers generated from the profile data available on this page.
What company does Simon Schembri work for?
Simon Schembri works for Lifewealth Group.
What is Simon Schembri's role at Lifewealth Group?
Simon Schembri is listed as Certified Financial Planner at Lifewealth Group.
What is Simon Schembri's email address?
AeroLeads has found 1 work email signal at @lifewealth.com.au for Simon Schembri at Lifewealth Group.
Where is Simon Schembri based?
Simon Schembri is based in Greater Melbourne Area, Australia while working with Lifewealth Group.
What companies has Simon Schembri worked for?
Simon Schembri has worked for Lifewealth Group, Portfolio & Wealth Management Pty Ltd, and Matthews Steer Pty Ltd.
Who are Simon Schembri's colleagues at Lifewealth Group?
Simon Schembri's colleagues at Lifewealth Group include Justin Frohnert, Phoebe Mangione, Mark Henry, Joe Denomme, and Louisa Ellul.
How can I contact Simon Schembri?
You can use AeroLeads to view verified contact signals for Simon Schembri at Lifewealth Group, including work email, phone, and LinkedIn data when available.
What schools did Simon Schembri attend?
Simon Schembri holds Certified Financial Planner from Financial Planning Association Of Australia.
What skills is Simon Schembri known for?
Simon Schembri is listed with skills including Superannuation, Retirement Planning, Wealth Management, Financial Planning, Financial Advisory, Strategic Financial Planning, Financial Services, and Investments.
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