Bassem George Jammal
Financial Adviser in Sydney, New South Wales, Australia
Review Bassem George Jammal
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000344031
- Location
- Sydney NSW 2000
- Licensee
- Convergence Wealth Holdings Pty Ltd (AFSL 516137)
- Authorised since
- 5 September 2019
- First provided advice
- 1999
- Qualifications
- Bachelor of Business, University of Technology Sydney (1990); Diploma of Financial Services (FP), Inter Institute of Tech (2009); Self Managed Super Fund Course, CPA (2010); ASX Securities, Kaplan (2011); Margin Lending, Kaplan (2011)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Bassem George Jammal
Bassem George Jammal is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000344031).
Advice is given under the Australian financial services licence of Convergence Wealth Holdings Pty Ltd, licence number 516137. The current authorisation started on 5 September 2019.
According to the register, Bassem first provided financial advice in 1999. The qualifications listed for Bassem include Bachelor of Business (University of Technology Sydney, 1990), Diploma of Financial Services (FP) (Inter Institute of Tech, 2009) and Self Managed Super Fund Course (CPA, 2010). Bassem is recorded as a member of Financial Advice Association of Australia (FAAA).
Bassem is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Bassem George Jammal here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Bassem George Jammal a registered financial adviser?
Yes. Bassem George Jammal is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000344031.
Which licensee does Bassem George Jammal work under?
Convergence Wealth Holdings Pty Ltd, Australian financial services licence 516137.
What can Bassem George Jammal give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.