Sharath Sama – Financial Adviser

Adviser identifying number: 403613
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: WEALTHSURE PTY LTD
Licence number: 238030
Licensee’s ABN: 93097405108
Licence controlled by:

The date the Financial Adviser commenced the appointment: 18/04/2011
The date the Financial Adviser ceased the appointment: 28/06/2013
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

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

Address:
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Working hours:

Relevant qualifications and training:

• CPA – CPA Australia
• Diploma of Financial Planning FNS50804 – International Institute of Technology
• Margin Lending and Geared investment – Kaplan Professional Education
• Master of Commerce (Accounting) – The University of Sydney
• Principleas in Self managed Superannuation Funds – International Institute of Technology

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Sharath Sama is authorised to provide advices on following products: