BASSEM GEORGE JAMMAL

Financial Adviser · Sydney, NSW

Registered

Registration Number

000344031

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

1999

Registration Date

05/09/2019

Financial Services Licensee

CONVERGENCE WEALTH HOLDINGS PTY LTD

Licence #000516137

📚 Qualifications & 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

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.