Christopher Sam Financial Planner Report

Name:
Christopher John Peter Sam

Rep Number:
000227576

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2012-09-17 onwards

Location:
Muswellbrook, Hunter Valley, NSW, 2333

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
All Securities
Superannuation

Qualifications
Macquarie University
Bachelor of Economics
FPA
Certified Financial Planner
Mentor
Diploma of Financial Services (Financial Planning)
MLC
Margin Lending
Financial Essentials
Self managed Super Funds Education Program

Memberships
Chartered Accountants Australia and New Zealand (CA)