Thomas Sammann – Financial Adviser

Adviser identifying number: 248468
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: CSF PTY LIMITED
Licence number: 246664
Licensee’s ABN: 30006169286
Licence controlled by: CSF FINANCIAL SERVICES PTY LIMITED

The date the Financial Adviser commenced the appointment: 29/07/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CSF PTY LIMITED
Authorised Representative identifying number: 000246664
Authorised Representative’s ABN: 30006169286

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) – Deakin University
  • Bachelor of Business (Accounting) – RMIT
  • Graduate Diploma in Organisational Leadership – Melbourne Business School
  • Professional Year Program, Chartered Accountant – Chartered Accountants Australia and New Zealand

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Thomas Sammann is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Superannuation