Financial Adviser · SYDNEY, NSW

Yasser Sam El Shammaa

SYDNEY, NSW

33 Years experience

Tax advice
authorised

ASIC Registered · ADV 001237580

Currently at

Strategic Wealth Planners

Sydney, NSW (firm address)

View firm profile

Yasser Sam El Shammaa is a financial adviser based in Sydney, New South Wales, with 33 years of experience in the financial services industry since 1993. Yasser is currently authorised under Finchley & Kent, operating through Strategic Wealth Planners. Yasser holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Yasser's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Integratec. Yasser is a member of Association of Independently Owned Financial Professionals (AIOFP).

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

2004

Advanced Diploma of Financial Services (Financial Planning)

Integratec

2011

Margin Lending and Geared Investments

Kaplan

2014

Certificate IV in Finance and Mortgage Broking

Kaplan

2015

Self Managed Superannuation Funds

International Institute of Technology

2015

TASA and the TPB Code of Professional Conduct

Kaplan

Registration History

Finchley & Kent Pty Ltd

Nov 2025 - Present Current

Finchley & Kent Pty Ltd

Jul 2024 - Present Current

Sambe Investments Pty. Limited

Dec 2015 - Present Current

ACN 130 288 578 PTY LTD

Mar 2015 - Nov 2015 Ceased

WEALTHSURE PTY LTD

Jul 2004 - Feb 2015 Ceased

Source: ASIC Financial Advisers Register