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Financial Advisers: PAUL LEVY Information

This is the detailed information about PAUL LEVY, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000245000, the year the Financial Adviser first provided advice is 1976 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:20.

Financial Adviser Number: 000245000
Financial Adviser Name: PAUL LEVY
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1976
  1. Financial Adviser Status: Ceased
    Name of the licence holder: AUSTRALIAN PLANNING SERVICES PTY LTD
    Licence Number: 000225982
    Licence ABN: 55010521810
    The company(ies) or people who control the licensee's business: HEINE BROTHERS PTY LTD [Date Ceased: 2019-06-19] ~ Michael Max HEINE [Date Ceased: 2019-06-19] ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 2017-11-09]
    The date the Financial Adviser commenced the appointment: 2014-04-22
    The date the Financial Adviser ceased the appointment: 2015-10-30
    Authorised Representative Name: AUSTRALIAN PLANNING SERVICES PTY LTD
    Authorised Representative Number: 000225982
    Rep Appointed ABN: 55010521810
  2. Financial Adviser Status: Ceased
    Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
    Licence Number: 000234951
    Licence ABN: 11074608558
    The company(ies) or people who control the licensee's business: CENTREPOINT WEALTH PTY LTD
    The date the Financial Adviser commenced the appointment: 2003-12-08
    The date the Financial Adviser ceased the appointment: 2012-02-10
    Authorised Representative Name: PAUL LEVY
    Authorised Representative Number: 000245000
    Rep Appointed ABN: 31663883811
  3. Financial Adviser Status: Ceased
    Name of the licence holder: A.C.N. 116 900 362 LIMITED
    Licence Number: 000297239
    Licence ABN: 50116900362
    The date the Financial Adviser commenced the appointment: 2012-03-15
    The date the Financial Adviser ceased the appointment: 2012-08-28
    Authorised Representative Name: PAUL LEVY
    Authorised Representative Number: 000245000
    Rep Appointed ABN: 31663883811
  4. Financial Adviser Status: Ceased
    Name of the licence holder: SELECT AFSL PTY LIMITED
    Licence Number: 000408647
    Licence ABN: 34151931618
    The date the Financial Adviser commenced the appointment: 2012-10-31
    The date the Financial Adviser ceased the appointment: 2013-01-21
    Authorised Representative Name: PAUL LEVY
    Authorised Representative Number: 000245000
    Rep Appointed ABN: 31663883811
  5. Financial Adviser Status: Ceased
    Name of the licence holder: GUARDIANFP LTD
    Licence Number: 000237641
    Licence ABN: 40003677334
    The company(ies) or people who control the licensee's business: SUNCORP GROUP LIMITED
    The date the Financial Adviser commenced the appointment: 2013-01-30
    The date the Financial Adviser ceased the appointment: 2014-04-18
    Authorised Representative Name: PAUL LEVY
    Authorised Representative Number: 000245000
    Rep Appointed ABN: 31663883811
  6. Financial Adviser Status: Ceased
    Name of the licence holder: PETER VICKERS INSURANCE BROKERS PTY LTD
    Licence Number: 000229302
    Licence ABN: 68074294081
    The company(ies) or people who control the licensee's business: PETER GEORGE VICKERS
    The date the Financial Adviser commenced the appointment: 2016-08-15
    The date the Financial Adviser ceased the appointment: 2018-07-01
    Authorised Representative Name: PETER VICKERS INSURANCE BROKERS PTY LTD
    Authorised Representative Number: 000229302
    Rep Appointed ABN: 68074294081
    Provides details on areas the Financial Adviser is restricted from giving advice on: Authorised to provide Life Insurance Advice but not general insurance advice.

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.