Michael Schembri Financial Planner Report

Name:
Michael Louis Schembri

Rep Number:
000288549

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2007-03-27 onwards

Location:
Penrith, , NSW, 0

Licensee
Name:

Number:
000307379

ABN:
13 122 381 908

Controlled By:

Appointed By
Name:
Patron Financial Services Pty Ltd

Licence Number:
000307379

ABN:
13 122 381 908

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
University of Western Sydney
Bachelor of Business (Economics and Law)
Tribeca
Diploma of Financial Services (Financial Planning)
Kaplan
Margin Lending and Geared Investments
Kaplan
Self Managed Superannuation Funds