Roy Levine Financial Planner Report

Name:
Roy Levine

Rep Number:
000281150

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2016-04-13 onwards

Licensee
Name:

Number:
000238256

ABN:
45 087 470 200

Controlled By:

Appointed By
Name:
Matrix Planning Solutions Limited

Licence Number:
000238256

ABN:
45 087 470 200

May advise on following product areas:
Investment Life Insurance
Life Risk Insurance Products

Qualifications
University of Cape Town
Bachelor of Science
NIBA College of Insurance & Risk Professionals
Diploma of Financial Planning

Memberships
Association of Financial Advisers (AFA)
Tax Practitioners Board