Tanya Levisohn – Financial Adviser
Adviser identifying number: 244470
Status: Current
Adviser’s ABN: 57326995655
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: WEALTH TODAY PTY LTD
Licence number: 340289
Licensee’s ABN: 62133393263
Licence controlled by:
The date the Financial Adviser commenced the appointment: 17/09/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WEALTH TODAY PTY LTD
Authorised Representative identifying number: 000340289
Authorised Representative’s ABN: 62133393263
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:
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Relevant qualifications and training: Diploma of Financial Planning – Monarch Institute
Relevant memberships of professional bodies or industry associations:
Tanya Levisohn is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation / A person’s existing holding in a superannuation product