Paul Levy – Financial Adviser

Adviser identifying number: 245000
Status: Current
Adviser’s ABN: 31663883811
The year the Financial Adviser first provided advice: 1976

Name of the licence holder: PETER VICKERS INSURANCE BROKERS PTY LTD
Licence number: 229302
Licensee’s ABN: 68074294081
Licence controlled by: PETER GEORGE VICKERS

The date the Financial Adviser commenced the appointment: 15/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PETER VICKERS INSURANCE BROKERS PTY LTD
Authorised Representative identifying number: 000229302
Authorised Representative’s ABN: 68074294081

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:

• Certified Financial Planner – FPA
• Diploma of Financial Planning – FPA
• Diploma of Insurance – Australian Insurance Institute
• Margin Lending and Geared Investments – Kaplan
• Self Managed SuperFunds – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Paul Levy is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility