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