Michael Schembri

MLS Financial

Gold
17 Yrs Experience
Penrith, NSW 2750

Recent reviews

MLS Financial

Level 1, 82 Henry St
Penrith, NSW 2750

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 1
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Bachelor of Business (Economics and Law)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.70
1 Review
5
4
3
2
1
5.00
Clear communication
3.75
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing review 1 of 1

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4.75

"Michael has an extensive & thorough knowledge of the financial services market and products. He is always available to provide advice and replies to queries quickly and professionally. I would be happy to refer family, friends and colleagues to Michael."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2005

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Bachelor of Business (Economics and Law)

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
2002

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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