Lucy Anne Levy – Financial Adviser

Adviser identifying number: 1000692
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989

Name of the licence holder: SUNSUPER FINANCIAL SERVICES PTY LTD
Licence number: 227867
Licensee’s ABN: 50087154818
Licence controlled by: SUNSUPER PTY. LTD.

The date the Financial Adviser commenced the appointment: 01/06/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SUNSUPER FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 227867
Authorised Representative’s ABN: 50087154818

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 Science (Honours) – University of New South Wales
• Superannuation (Part III Subject 4) – The Institute of Actuaries of Australia

Relevant memberships of professional bodies or industry associations:

• Association of Superannuation Funds Australia (ASFA)
• Australian Institute of Superannuation Trustees (AIST)
• The Institute of Actuaries of Australia

Lucy Anne Levy is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Life Risk Insurance Products
• Superannuation