Paul Levy – Financial Adviser

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

Name of the licence holder: AUSTRALIAN PLANNING SERVICES PTY LTD
Licence number: 225982
Licensee’s ABN: 55010521810
Licence controlled by: NETWEALTH GROUP LIMITED

The date the Financial Adviser commenced the appointment: 22/04/2014
The date the Financial Adviser ceased the appointment: 30/10/2015
Name of the Authorised Representative: AUSTRALIAN PLANNING SERVICES PTY LTD
Authorised Representative identifying number: 000225982
Authorised Representative’s ABN: 55010521810

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: