GRANT DAVID LEVITAS (Adviser# 001001667) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 21, 2017.
| Register Name | Financial Advisers |
| Adviser Name | GRANT DAVID LEVITAS |
| Adviser Number | 001001667 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000238256 MATRIX PLANNING SOLUTIONS LIMITED |
| Licence ABN | 45087470200 |
| Licence Controlled By | CLEARVIEW WEALTH LIMITED |
| Adviser Start Date | 2017-07-21 |
| Appointing Representative Name | MATRIX PLANNING SOLUTIONS LIMITED |
| Appointing Representative Number | 000238256 |
| Appointing Representative ABN | 45087470200 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Excludes SMSF |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Three Sixty |
| Aged Care Professional | Aged Care Steps |
| Diploma of Financial Planning | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000238256 |
MATRIX PLANNING SOLUTIONS LIMITED
Licence controlled by: CLEARVIEW WEALTH LIMITED Further restrictions: Excludes SMSF |
2017-07-21 - | MATRIX PLANNING SOLUTIONS LIMITED |
| 000225029 | THE PRINCIPAL EDGE PTY. LTD. | 2010-11-01 - 2017-07-11 | THE PRINCIPAL EDGE PTY. LTD. |
| Licence Name | MATRIX PLANNING SOLUTIONS LIMITED |
| Licence Number | 000238256 |
| Licence ABN | 45087470200 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TRENT RYAN BURROWS | Matrix Planning Solutions Limited | Current | 2018-08-14 |
| BENJAMIN CSIKOS | Matrix Planning Solutions Limited | Current | 2018-08-01 |
| JAMIE DANIEL PATERSON | Matrix Planning Solutions Limited | Current | 2018-07-19 |
| JAMES PHILLIP ARIS | Matrix Planning Solutions Limited | Current | 2018-05-04 |
| LLOYD HARRIS | Matrix Planning Solutions Limited | Current | 2018-04-18 |
| BRAD ISAAC | Matrix Planning Solutions Limited | Current | 2018-04-09 |
| HAYDEN WILLIAM WYATT | Matrix Planning Solutions Limited | Ceased | 2018-03-22 |
| PAUL DAVID WALMSLEY | Matrix Planning Solutions Limited | Current | 2018-03-21 |
| CODY LUCAS | Matrix Planning Solutions Limited | Current | 2018-02-27 |
| MATTHEW ADAM NOTT | Matrix Planning Solutions Limited | Current | 2018-02-20 |
Please comment or provide details below to improve the information on .
| 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.