Yasser Sam El Shammaa
STRATEGIC WEALTH PLANNERS PTY LTD · Norwest NSW 2153 · Advising since 1993
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001237580
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by (current)
- FINCHLEY & KENT PTY LTD · AFSL 555169Through authorised representative STRATEGIC WEALTH PLANNERS PTY LTD (no. 000384219)Since 3 November 2025FINCHLEY & KENT PTY LTD · AFSL 555169Through authorised representative CAPITALWISE FINANCIAL SERVICES PTY LTD (no. 001310395)Since 16 July 2024SAMBE INVESTMENTS PTY. LIMITED · AFSL 478766Since 1 December 2015
- Principal business addresses
- Norwest NSW 2153; Sydney NSW 2000
- First year providing advice
- 1993
- Can provide tax (financial) advice
- Yes
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); Association of Independently Owned Financial Professionals (AIOFP); Association of Independently Owned Financial Professionals (AIOFP)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTNov 2025 – presentFINCHLEY & KENT PTY LTD · AFSL 555169Through authorised representative STRATEGIC WEALTH PLANNERS PTY LTD (no. 000384219)
- CURRENTJul 2024 – presentFINCHLEY & KENT PTY LTD · AFSL 555169Through authorised representative CAPITALWISE FINANCIAL SERVICES PTY LTD (no. 001310395)
- CURRENTDec 2015 – presentSAMBE INVESTMENTS PTY. LIMITED · AFSL 478766
- CEASEDMar 2015 – Nov 2015ACN 130 288 578 PTY LTD · AFSL 326450Through authorised representative SAM EL SHAMMAA (no. 000222876)
- CEASEDJul 2004 – Feb 2015WEALTHSURE PTY LTD · AFSL 238030Through authorised representative SAM EL SHAMMAA (no. 000222876)
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Self Managed Superannuation Funds
International Institute of Technology · 2015
TASA and the TPB Code of Professional Conduct
Kaplan · 2015
Certificate IV in Finance and Mortgage Broking
Kaplan · 2014
Margin Lending and Geared Investments
Kaplan · 2011
Advanced Diploma of Financial Services (Financial Planning)
Integratec · 2004
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Yasser Sam El Shammaa claims the profile.
Reviews
Not yet reviewed
No client has reviewed Yasser Sam El Shammaa on Souffle yet.
Contacting Yasser Sam El Shammaa
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
STRATEGIC WEALTH PLANNERS PTY LTD
Authorised by FINCHLEY & KENT PTY LTD · AFSL 555169
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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