Financial Adviser
· SYDNEY, NSW
Yasser Sam El Shammaa
No disciplinary history on record with ASIC
33
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237580
Yasser Sam El Shammaa is a financial adviser based in Sydney, New South Wales, with 33 years of experience in the financial services industry. Yasser is currently authorised under Finchley & Kent Pty Ltd. Yasser 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 Advanced Diploma of Financial Services (Financial Planning) from Integratec. Yasser is a member of Association of Independently Owned Financial Professionals (AIOFP).
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
2004
Advanced Diploma of Financial Services (Financial Planning)
Integratec
2011
Margin Lending and Geared Investments
Kaplan
2014
Certificate IV in Finance and Mortgage Broking
Kaplan
2015
Self Managed Superannuation Funds
International Institute of Technology
2015
TASA and the TPB Code of Professional Conduct
Kaplan
Registration History
ACN 130 288 578 PTY LTD
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register