Simeon Levin Financial Planner Report

Name:
Simeon Levin

Rep Number:
000244999

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2008-06-18 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000247429

ABN:
33 093 667 595

Appointed By
Name:
Fitzpatricks Private Wealth Pty Ltd

Licence Number:
000247429

ABN:
33 093 667 595

May advise on following product areas:
Non-basic Deposit Products
Old Law Securities Options Contracts and Warrants Securities
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association
Certified Financial Planner
Deakin University
Diploma of Financial Planning
Financial Planning Association
Life Risk Specialist
Kaplan Professional
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)
Tax Practitioners Board (TPB)