Yasser Sam El Shammaa – Financial Adviser
Adviser identifying number: 1237580
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1993
Name of the licence holder: SAMBE INVESTMENTS PTY. LIMITED
Licence number: 478766
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SAMBE INVESTMENTS PTY. LIMITED
Authorised Representative identifying number: 478766
Authorised Representative’s ABN:
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) – Integratec
- Certificate IV in Finance and Mortgage Broking – Kaplan
- Margin Lending and Geared Investments – Kaplan
- Self Managed Superannuation Funds – International Institute of Technology
- TASA and the TPB Code of Professional Conduct – Kaplan
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Association of Independently Owned Financial Professionals (AIOFP)
Yasser Sam El Shammaa is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility