Sam Tabit – Financial Adviser

Adviser identifying number: 343039
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: AFFINIA FINANCIAL ADVISERS LIMITED
Licence number: 237857
Licensee’s ABN: 13085335397
Licence controlled by:

The date the Financial Adviser commenced the appointment: 27/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AFFINIA FINANCIAL ADVISERS LIMITED
Authorised Representative identifying number: 237857
Authorised Representative’s ABN: 13085335397

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Graduate Diploma of Applied Finance and Investment – Securities Institute
• Margin Lending – Integrity Education Group
• Master of Financial Planning – RMIT University
• Money Market Module – The Securities Institute of Australia
• Self Managed Superannuation Funds – ASFA

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Sam Tabit is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility