SAM TABIT
Financial Adviser · Carlton North, VIC
📚 Qualifications & 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 - Masters Degree (AQF 9) - RMIT University
2009 - Self Managed Superannuation Funds - - ASFA
2016 - Margin Lending - - Integrity Education Group
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.