MenuKate Schembri
About Me
I started in the financial planning industry in 1998 as a receptionist, pivoting to various other roles and becoming a financial adviser in 2006 after completing my Diploma of Financial Planning. Since then, I’ve completed a Diploma of Accounting and a Masters in Financial Planning.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Years of Experience 20 Years
