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Bassem Jammal

Financial Adviser

Convergence Wealth
Sydney, NSW 2000

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About

Bassem Jammal is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a Bachelor of Business from the University of Technology Sydney (1990) and a Diploma of Financial Services (FP) from Inter Institute of Tech (2009), Bassem possesses a strong foundation in financial principles. He has also completed specialized training, including a Self Managed Super Fund Course with CPA (2010), ASX Securities with Kaplan (2011), and Margin Lending with Kaplan (2011). As a member of the Financial Advice Association of Australia (FAAA), Bassem adheres to the highest professional standards, offering expert guidance on a comprehensive range of financial products. He is authorized to provide advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Bassem's services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Bassem today to schedule a consultation and discover how his expertise can benefit you.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment strategies SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000516137

Verify on ASIC Register

Authorised Representative Number

000344031

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Frequently Asked Questions

What types of financial advice does Bassem Jammal offer?

Bassem Jammal provides advice on a range of financial products including superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Bassem Jammal hold?

Bassem Jammal holds a Bachelor of Business from the University of Technology Sydney and a Diploma of Financial Services (FP) from Inter Institute of Tech. He has also completed specialized training in Self Managed Super Funds, ASX Securities, and Margin Lending.

What is Bassem Jammal's approach to financial planning?

Bassem's approach is personalized and strategic, focusing on helping clients achieve their specific financial goals through tailored advice and solutions.

How can Bassem Jammal help me plan for retirement?

Bassem can assist you in developing a comprehensive retirement plan, including strategies for superannuation, investments, and income streams to ensure a comfortable retirement.

Is Bassem Jammal a member of any professional associations?

Yes, Bassem Jammal is a member of the Financial Advice Association of Australia (FAAA).

Get in Touch

Contact Bassem directly for personalised advice.

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