Financial Adviser
· COBURG, VIC
Sam Tabit
No disciplinary history on record with ASIC
COBURG,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000343039
About Sam Tabit
Sam Tabit is a financial adviser based in Coburg, Victoria, with 26 years of experience in the financial services industry since 2000. Sam is currently authorised under Hejaz Financial Advisers, operating through Bamboo Wealth Management. Sam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sam's qualifications include a Master of Financial Planning from RMIT University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and 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
RMIT University
2009
Self Managed Superannuation Funds
ASFA
2016
Margin Lending
Integrity Education Group
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
DOVER FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register