Simon Schembri

Simon Schembri Email and Phone Number

Certified Financial Planner at Lifewealth Group @ Lifewealth Group
melbourne, victoria, australia
Simon Schembri's Location
Greater Melbourne Area, Australia
Simon Schembri's Contact Details

Simon Schembri work email

Simon Schembri personal email

n/a
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.

Simon Schembri's Current Company Details
Lifewealth Group

Lifewealth Group

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Certified Financial Planner at Lifewealth Group
melbourne, victoria, australia
Website:
lifewealth.com.au
Employees:
22
Simon Schembri Work Experience Details
  • Lifewealth Group
    Certified Financial Planner
    Lifewealth Group Jul 2017 - Present
    Level 7, 99 William Street, Melbourne 3000
    View
  • Lifewealth Group
    Associate Adviser
    Lifewealth Group Sep 2015 - Jul 2017
    Lvl 4, 423 Bourke Street, Melbourne 3000
    View
  • Portfolio & Wealth Management Pty Ltd
    Senior Paraplanner
    Portfolio & Wealth Management Pty Ltd May 2011 - Sep 2015
    15 Queen Street, Melbourne Victoria 3000
    View
  • Matthews Steer Pty Ltd
    Paraplanner
    Matthews Steer Pty Ltd 2006 - 2011
    View

Simon Schembri Skills

Superannuation Retirement Planning Wealth Management Financial Planning Financial Advisory Strategic Financial Planning Financial Services Investments Wealth Pensions Financial Analysis Portfolio Management Investment Strategies Financial Modeling Tax Risk Management Estate Planning Retirement Investment Advisory Cash Flow Income Protection Insurance

Simon Schembri Education Details

  • Financial Planning Association Of Australia
    Financial Planning Association Of Australia
    Certified Financial Planner
  • Kaplan Professional
    Kaplan Professional
    Financial Planning And Services
  • Rmit University
    Rmit University
    Accounting
    View

Frequently Asked Questions about Simon Schembri

What company does Simon Schembri work for?

Simon Schembri works for Lifewealth Group

What is Simon Schembri's role at the current company?

Simon Schembri's current role is Certified Financial Planner at Lifewealth Group.

What is Simon Schembri's email address?

Simon Schembri's email address is ss****@****ail.com

What schools did Simon Schembri attend?

Simon Schembri attended Financial Planning Association Of Australia, Kaplan Professional, Rmit University.

What skills is Simon Schembri known for?

Simon Schembri has skills like Superannuation, Retirement Planning, Wealth Management, Financial Planning, Financial Advisory, Strategic Financial Planning, Financial Services, Investments, Wealth, Pensions, Financial Analysis, Portfolio Management.

Who are Simon Schembri's colleagues?

Simon Schembri's colleagues are Joe Denomme, Nicholas Minniti, Louisa Ellul, David Patterson, Bertrand Bouchez, Celso Jr. Malinao, Alyssa Hatzi.

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