Benjamin Levy Financial Planner Report

Name:
Benjamin Nathan Levy

Rep Number:
000340861

Status:
Current

First Advice:
1986

Disciplinary action:
No action

Most Recent Role:
2013-04-02 onwards

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
A person's existing holding in a superannuation product

Qualifications
Kaplan Professional
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
DPML Margin Lending
Kaplan Professional
Diploma Financial Services (Financial Planning)

Memberships
Association of Financial Advisers (AFA)