GRANT DAVID LEVITAS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - MLC Advice Education (RTO)
2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - MLC Advice Education (RTO)
2017 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
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.