Financial Adviser
· SYDNEY, NSW
Simeon Levin
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244999
Simeon Levin is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry. Simeon is currently authorised under Fitzpatricks Private Wealth Pty Ltd. Simeon 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 CFP Certification Program from Financial Planning Association of Australia Limited. Simeon is a member of Financial Advice Association of Australia (FAAA).
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
2005
Diploma of Financial Planning
Deakin University
2008
CFP Certification Program
Financial Planning Association of Australia Limited
2015
Life Risk Specialist
Financial Planning Association of Australia
2016
Self Managed Superannuation Funds
Kaplan Professional