Financial Adviser
· SUBIACO, WA
Benjamin Nathan Levy
No disciplinary history on record with ASIC
40
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000340861
Benjamin Nathan Levy is a financial adviser based in Subiaco, Western Australia, with 40 years of experience in the financial services industry. Benjamin is currently authorised under Millennium 3 Financial Services Pty Ltd. Benjamin 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 Bachelor of Music from University of the Witwatersrand Johannesburg. Benjamin 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1986
Bachelor of Music
University of the Witwatersrand Johannesburg
2009
Diploma Financial Services (Financial Planning)
Kaplan Education Pty Limited
2010
DPML Margin Lending
Pinnacle Financial Services Academy
2016
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Government Debentures, Stock or Bonds: class of product only.
Advice on superannuation excludes self managed superannuation funds
Source: ASIC Financial Advisers Register