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