Financial Adviser
· SYDNEY, NSW
Lloyd Grant Levin
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000297040
Lloyd Grant Levin is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry. Lloyd is currently authorised under Count Financial Limited. Lloyd holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Services (Financial Planning), FNS50804 from Mentor Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning), FNS50804
Mentor Education
2016
ASIC RG146 Tier 1 Insurance Broking Compliance
Australian and New Zealand Institute of Insurance and Finance
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Not Authorised in SMSF
A.C.N. 133 593 012 PTY LTD
Excludes SMSF
Source: ASIC Financial Advisers Register