Grant David Levitas
Financial Adviser in Westfield Bondi Junction, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001667
- Location
- Westfield Bondi Junction NSW 2022
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 17 March 2022
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), MLC Advice Education (RTO) (2010); Advanced Diploma of Financial Planning, MLC Advice Education (RTO) (2012); Accredited Aged Care Professional Program, Aged Care Steps (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023); FPE020 SMSF Regulations and Taxation, Kaplan Higher Education (2026)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Grant David Levitas
Grant David Levitas is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Westfield Bondi Junction, New South Wales (adviser number 001001667).
Grant provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 17 March 2022.
According to the register, Grant first provided financial advice in 2010. The qualifications listed for Grant include Diploma of Financial Services (Financial Planning) (MLC Advice Education (RTO), 2010), Advanced Diploma of Financial Planning (MLC Advice Education (RTO), 2012) and Accredited Aged Care Professional Program (Aged Care Steps, 2017).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Grant David Levitas a registered financial adviser?
Yes. Grant David Levitas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001667.
Which licensee does Grant David Levitas work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Grant David Levitas give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.