Financial Adviser
· MACKAY, QLD
Kate Rochelle Schembri
No disciplinary history on record with ASIC
MACKAY,
QLD
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000269186
About Kate Rochelle Schembri
Kate Rochelle Schembri is a financial adviser based in Mackay, Queensland, with 20 years of experience in the financial services industry since 2006. Kate is currently authorised under Consultum Financial Advisers. Kate holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kate's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Kate 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2011
RG146 Margin Lending
MLC ThreeSixty
2018
Master of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
GWM ADVISER SERVICES PTY LTD
GWM ADVISER SERVICES PTY LTD
KNM SERVICES PTY LTD
EZY FUND IT PTY LTD
Source: ASIC Financial Advisers Register