BENJAMIN NATHAN LEVY
Financial Adviser Ā· Osborne Park, WA
š Qualifications & Training
1986 - Bachelor of Music - Bachelor Degree (AQF 7) - University of the Witwatersrand Johannesburg
2009 - Diploma Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited
2010 - DPML Margin Lending - Other - Pinnacle Financial Services Academy
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.