Claudia Levi – Financial Adviser

Adviser identifying number: 1003643
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: COMMONWEALTH PRIVATE LIMITED
Licence number: 314018
Licensee’s ABN: 30125238039
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/05/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COMMONWEALTH PRIVATE LIMITED
Authorised Representative identifying number: 314018
Authorised Representative’s ABN: 30125238039

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Business (Finance Management) – Griffith University
• Diploma of Financial Planning – Kaplan

Relevant memberships of professional bodies or industry associations:

Claudia Levi is authorised to provide advices on following products:

• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Superannuation