Sam Christie – Financial Adviser
Adviser identifying number: 1000461
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: WILSONS ADVISORY AND STOCKBROKING LIMITED
Licence number: 238375
Licensee’s ABN: 68010529665
Licence controlled by: PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED [Date Ceased: 29/02/2016] ~ WILSONS HOLDING COMPANY PTY LTD
The date the Financial Adviser commenced the appointment: 30/08/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WILSONS ADVISORY AND STOCKBROKING LIMITED
Authorised Representative identifying number: 238375
Authorised Representative’s ABN: 68010529665
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:
- Asset Allocation for Balanced Portfolios ( training) – Kaplan
- Compound Interest on savings and investments ( training) – Kaplan
- Evaluating asset allocation approaches ( training) – Kaplan
- Managed Funds as a vehicle for investment (training) – Kaplan
Relevant memberships of professional bodies or industry associations:
Sam Christie is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Securities