Christopher John Peter Sam – Financial Adviser
Adviser identifying number: 227576
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED
The date the Financial Adviser commenced the appointment: 24/04/2012
The date the Financial Adviser ceased the appointment: 17/09/2012
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:
- Bachelor of Economics – Macquarie University
- Certified Financial Planner – FPA
- Diploma of Financial Services (Financial Planning) – Mentor
- Margin Lending – MLC
- Self managed Super Funds Education Program – Financial Essentials
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Christopher John Peter Sam is authorised to provide advices on following products: