Christopher John Peter Sam

Name
Christopher John Peter Sam
ID
227576
ABN
First Provided Advice
2002

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1987 - Bachelor of Economics - - Macquarie University
  • 2002 - Certified Financial Planner - - FPA
  • 2009 - Self managed Super Funds Education Program - - Financial Essentials
  • 2010 - Diploma of Financial Services (Financial Planning) - - Mentor
  • 2012 - Margin Lending - - MLC

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Chartered Accountants Australia and New Zealand (CA ANZ)

Licencee

Status
Current
Licence Holder
Tmg Licensee Services Pty ltd (#325652)
Commenced
Dec. 12, 2018

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Apogee Financial Planning Pty Ltd (#230689)
Commenced
April 24, 2012
Ceased
Sept. 17, 2012
Status
Ceased
Licence Holder
Millennium 3 Financial Services Pty Ltd (#244252)
Commenced
Sept. 17, 2012
Ceased
June 15, 2018
Status
Ceased
Licence Holder
Patronus Risk Specialists Pty Ltd (#336982)
Commenced
June 4, 2010
Ceased
Dec. 23, 2011
Status
Ceased
Licence Holder
Politis Investment Strategies Pty Ltd (#253125)
Commenced
Aug. 16, 2010
Ceased
April 10, 2012
Status
Ceased
Licence Holder
Risk Advice Specialists Pty Ltd (#412709)
Commenced
Dec. 23, 2011
Ceased
April 23, 2012
Status
Ceased
Licence Holder
Securitor Financial Group Pty Limited (#240687)
Commenced
Aug. 18, 2009
Ceased
June 30, 2010
Status
Ceased
Licence Holder
Tmg Licensee Services Pty Ltd (#325652)
Commenced
June 15, 2018
Ceased
Dec. 11, 2018