Financial Adviser
· WESTFIELD BONDI JUNCTION, NSW
Grant David Levitas
No disciplinary history on record with ASIC
WESTFIELD BONDI JUNCTION,
NSW
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001667
About Grant David Levitas
Grant David Levitas is a financial adviser based in Westfield Bondi Junction, New South Wales, with 16 years of experience in the financial services industry since 2010. Grant is currently authorised under Alliance Wealth, operating through Gravitas Financial. Grant holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Grant's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
MLC Advice Education (RTO)
2012
Advanced Diploma of Financial Planning
MLC Advice Education (RTO)
2017
Accredited Aged Care Professional Program
Aged Care Steps
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education
2026
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education