Financial Adviser · SANCTUARY COVE, QLD

Christopher John Peter Sam

SANCTUARY COVE, QLD
24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000227576
Currently at
Sanctuary Cove, QLD (firm address)

About Christopher John Peter Sam

Christopher John Peter Sam is a financial adviser based in Sanctuary Cove, Queensland, with 24 years of experience in the financial services industry since 2002. Christopher is currently authorised under Tmg Licensee Services. Christopher holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Christopher's qualifications include a Certified Financial Planner from FPA. Christopher is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

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

1987
Bachelor of Economics
Macquarie University
2002
Certified Financial Planner
FPA
2009
Self managed Super Funds Education Program
Financial Essentials
2010
Diploma of Financial Services (Financial Planning)
Mentor
2012
Margin Lending
MLC

Registration History

Dec 2018 - Present Current
Jun 2018 - Dec 2018 Ceased
Sep 2012 - Jun 2018 Ceased
Government Debentures, Stocks or Bonds - Class of product only.
APOGEE FINANCIAL PLANNING PTY LTD
Apr 2012 - Sep 2012 Ceased
RISK ADVICE SPECIALISTS PTY LTD
Dec 2011 - Apr 2012 Ceased
Aug 2010 - Apr 2012 Ceased
PATRONUS RISK SPECIALISTS PTY LTD
Jun 2010 - Dec 2011 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Aug 2009 - Jun 2010 Ceased

Source: ASIC Financial Advisers Register