Bas Jammal

Convergence Wealth Management Pty Ltd

5.00
3 Reviews
Gold
25 Yrs Experience
Sydney, NSW 2000

Recent reviews

Convergence Wealth Management Pty Ltd

Level 7, 320 Pitt St
Sydney, NSW 2000

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 1999
  • Years of experience 25
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Complex Investments
  • Borrowing
  • Tax Strategies

Licensed by

Convergence Wealth Holdings Pty Ltd

AFSL 516137