Derek David Sams – Financial Adviser

Adviser identifying number: 396528
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: HERITAGE BANK LIMITED
Licence number: 240984
Licensee’s ABN: 32087652024
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2011
The date the Financial Adviser ceased the appointment: 10/06/2016
Name of the Authorised Representative: HERITAGE BANK LIMITED
Authorised Representative identifying number: 000240984
Authorised Representative’s ABN: 32087652024

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:

• Advanced Diploma of Financial Services (Financial Planning) – MLC
• Diploma of Financial Services (Financial Planning) – MLC

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

Derek David Sams is authorised to provide advices on following products: