CLIVE LEVINTHAL
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1994 - Bachelor of Science - Bachelor Degree (AQF 7) - University of the Witwatersrand, Johannesburg
2001 - Chartered Financial Analyst (CFA) - Professional Designations - Association for Investment Management and Research
2018 - RG146 Compliance Requirements (Tier 1) - Diploma (AQF 5) - Financial Education Professionals
2019 - DFP5v5 Tax for Financial Advising - Other - Kaplan Professional
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 Professional Memberships
Assoc for Investment Management & Research
ℹ️ 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.