Financial Adviser · COBURG, VIC

Sam Tabit

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000343039

Sam Tabit is a financial adviser based in Coburg, Victoria, with 26 years of experience in the financial services industry. Sam is currently authorised under Hejaz Financial Advisers Pty Ltd. Sam 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 Master of Financial Planning from RMIT University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1997
Money Market Module
The Securities Institute of Australia
2003
Graduate Diploma of Applied Finance and Investment
Securities Institute
2005
Master of Financial Planning
RMIT University
2009
Self Managed Superannuation Funds
ASFA
2016
Margin Lending
Integrity Education Group

Registration History

Jun 2022 - Present Current
AFFINIA FINANCIAL ADVISERS PTY LTD
Feb 2017 - Jun 2022 Ceased
DOVER FINANCIAL ADVISERS PTY LTD
Jan 2016 - Dec 2016 Ceased
Nov 2009 - May 2011 Ceased

Source: ASIC Financial Advisers Register