Financial Adviser
· SYDNEY, NSW
Bassem George Jammal
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000344031
Bassem George Jammal is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry. Bassem is currently authorised under Convergence Wealth Holdings Pty Ltd. Bassem holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from University of Technology Sydney. Bassem is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Business
University of Technology Sydney
2009
Diploma of Financial Services (FP)
Inter Institute of Tech
2010
Self Managed Super Fund Course
CPA
2011
ASX Securities
Kaplan
2011
Margin Lending
Kaplan