Amanda Gail Levine
Financial Adviser in Vaucluse, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000334411
- Location
- Vaucluse NSW 2030
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 13 April 2016
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce, Macquarie University (2000); Bachelor of Laws (Hons), Macquarie University (2001); Graduate Diploma of Financial Planning, FINSIA (2008)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Excludes SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Amanda Gail Levine
Amanda Gail Levine is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Vaucluse, New South Wales (adviser number 000334411).
Amanda provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. The current authorisation started on 13 April 2016.
According to the register, Amanda first provided financial advice in 2009. Qualifications and training on file include Bachelor of Commerce (Macquarie University, 2000), Bachelor of Laws (Hons) (Macquarie University, 2001) and Graduate Diploma of Financial Planning (FINSIA, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Amanda is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Excludes SMSF.”
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Questions people ask
Is Amanda Gail Levine a registered financial adviser?
Yes. Amanda Gail Levine is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000334411.
Which licensee does Amanda Gail Levine work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Amanda Gail Levine give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Excludes SMSF."