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We envision a future where you can embrace life to the fullest. Our mission is to provide tailored financial advice that maximises your current lifestyle while securing a prosperous tomorrow.
We’re committed to turning your aspirations into reality and safeguarding your legacy.
With over two decades of experience providing advice, Michael is experienced and capable of advising on all aspects of financial advice. He specialises in helping clients navigate their retirement, including preparing for retirement all the way through to Aged Care assistance.
With countless plans and strategies prepared, he is able to help you understand the transition from working, to living on the wealth you have built. His plans revolve around growing wealth, protecting wealth via adequate personal insurances, minimising tax paid in retirement as well as ensuring, if applicable, you are receiving the maximum Age Pension you can through his wealth of Centrelink knowledge.
Michael holds a Bachelor of Business (Economics and Finance), Advanced Diploma of Financial Planning and several specialist accreditations in the areas of SMSF’s and Aged Care.
A new entrant into financial advice, Harrison is currently training with Michael as his supervisor. He has over 5 years’ experience in the financial services industry, including roles with Westpac, PwC and in a paraplanner role at MLS Financial.
He specialises in helping clients to understand and achieve their goals, with a combination of wealth building strategies, insurance protection, budgeting or using their cashflow better. He has helped clients to build their first home deposit, build and protect wealth as well as plan for retirement.
Harrison holds a Graduate Diploma of Financial Planning and a Bachelor of Business (Applied Finance). Both were graduated with Distinction.
Upon completing his Bachelor of Business (Economics and Finance) degree, Adrian realised that assisting clients with their finances was his calling. He joined the team in early 2022 and has been an integral part of ensuring our clients receive the best experience possible with MLS Financial.
Adrian holds a Bachelor of Business (Economics and Finance) with Distinction.
MLS Financial, Michael Schembri and Harrison Trippett are Authorised Representatives of Infocus Securities Australia Pty Ltd.
Infocus Securities Australia Pty Ltd trading as Infocus Financial Advice and Infocus Money Management are a financial services licensee focused (via their Authorised Representatives) on the provision of high-quality financial advice. Their ABN is 47 097 797 049 and their Australian Financial Services Licence (AFSL) and Australian Credit Licence Number is 236523.
Infocus are committed to helping Australians Make, Protect and Preserve Wealth by providing quality service, continual care and attention to detail.
The Infocus head office is located in Maroochydore, Queensland. More information can be obtained on their website: https://www.infocus.com.au
Join us on this exciting financial journey.
Connect with MLS Financials today, and let’s work together to turn your financial dreams into reality.
Schembri Wealth Pty Ltd ABN 61 158 801 355 ATF The Schembri Family Trust ABN 32 235 422 764 t/a MLS Financial is a Corporate Authorised Representative (No. 001258535) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523 trading as Infocus Financial Advice and Infocus Money Management. Head Office: PO Box 1856 Sunshine Plaza QLD 4558 Phone: 1300 784 448
Disclaimer: The information contained on this website is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. MLS Financial and Infocus Securities Australia Pty Ltd strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances.
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