PAUL LEVY

Licensee: PETER VICKERS INSURANCE BROKERS PTY LTD

PAUL LEVY (Adviser# 000245000) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is August 15, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL LEVY
Adviser Number 000245000
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser ABN 31663883811
Adviser First Advice Year 1976
Financial Service (AFS) Licence Licence# 000229302
PETER VICKERS INSURANCE BROKERS PTY LTD
Licence ABN 68074294081
Licence Controlled By PETER GEORGE VICKERS
Adviser Start Date 2016-08-15
Adviser End Date 2018-07-01
Appointing Representative Name PETER VICKERS INSURANCE BROKERS PTY LTD
Appointing Representative Number 000229302
Appointing Representative ABN 68074294081
Further Restrictions Authorised to provide Life Insurance Advice but not general insurance advice.

Authorisations to provide financial product advice

  • PAUL LEVY

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000229302 PETER VICKERS INSURANCE BROKERS PTY LTD
Licence controlled by: PETER GEORGE VICKERS
Further restrictions: Authorised to provide Life Insurance Advice but not general insurance advice.
2016-08-15 - 2018-07-01 PETER VICKERS INSURANCE BROKERS PTY LTD
000225982 AUSTRALIAN PLANNING SERVICES PTY LTD
Licence controlled by: HEINE BROTHERS PTY LTD ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 09/11/2017] ~ Michael Max HEINE
2014-04-22 - 2015-10-30 AUSTRALIAN PLANNING SERVICES PTY LTD
000237641 GUARDIANFP LTD
Licence controlled by: SUNCORP GROUP LIMITED
2013-01-30 - 2014-04-18 PAUL LEVY
000408647 SELECT AFSL PTY LIMITED 2012-10-31 - 2013-01-21 PAUL LEVY
000297239 A.C.N. 116 900 362 LIMITED 2012-03-15 - 2012-08-28 PAUL LEVY
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2003-12-08 - 2012-02-10 PAUL LEVY

Licensee Information

Licence Name PETER VICKERS INSURANCE BROKERS PTY LTD
Licence Number 000229302
Licence ABN 68074294081

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARC LIEW Peter Vickers Insurance Brokers Pty Ltd Current 2018-07-17
SHOBHANA PATEL Peter Vickers Insurance Brokers Pty Ltd Current 2017-05-09
MATTHEW JAMES VICKERS Peter Vickers Insurance Brokers Pty Ltd Current 2015-03-23
AYLIN KARAHANGIL Peter Vickers Insurance Brokers Pty Ltd Ceased 2014-04-01
JOSEPH STAUB Peter Vickers Insurance Brokers Pty Ltd Ceased 2011-05-19
ELESA DWYER Peter Vickers Insurance Brokers Pty Ltd Ceased 2011-03-16
NAOMI BRANDON Peter Vickers Insurance Brokers Pty Ltd Current 2011-03-01
HEATHER LEUNG Peter Vickers Insurance Brokers Pty Ltd Current 2011-01-03
PETER GEORGE VICKERS Peter Vickers Insurance Brokers Pty Ltd Current 2006-11-30
SIMON WILLIAM PILBEAM Peter Vickers Insurance Brokers Pty Ltd Current 2003-06-04

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.