Financial Adviser · SYDNEY, NSW

Bassem George Jammal

SYDNEY, NSW
27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000344031
Currently at
Sydney, NSW (firm address)

About Bassem George Jammal

Bassem George Jammal is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry since 1999. Bassem is currently authorised under Convergence Wealth Holdings, operating through Convergence Wealth Management. Bassem holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bassem's 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

Registration History

Sep 2019 - Present Current
Sep 2019 - Sep 2019 Ceased
Jan 2010 - Sep 2019 Ceased

Source: ASIC Financial Advisers Register