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Financial Advisers: JAMIE IAN LEVITT Information

This is the detailed information about JAMIE IAN LEVITT, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000384752, the year the Financial Adviser first provided advice is 2017 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:56:03.

Financial Adviser Number: 000384752
Financial Adviser Name: JAMIE IAN LEVITT
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2017
Adviser Town: Petrie Terrace
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: FINERGY SOLUTIONS PTY LTD
    Licence Number: 000377659
    Licence ABN: 40145328525
    The company(ies) or people who control the licensee's business: GALLAGHER BENEFIT SERVICES PTY LTD [Date Ceased: 2018-12-07]
    The date the Financial Adviser commenced the appointment: 2018-01-23
    The date the Financial Adviser ceased the appointment: 2018-06-13
    Authorised Representative Name: FINERGY SOLUTIONS PTY LTD
    Authorised Representative Number: 000377659
    Rep Appointed ABN: 40145328525
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: GALLAGHER BENEFIT SERVICES PTY LTD
    Licence Number: 000488001
    Licence ABN: 49611343803
    The company(ies) or people who control the licensee's business: Arthur J. Gallagher & Co.
    The date the Financial Adviser commenced the appointment: 2018-07-25
    The date the Financial Adviser ceased the appointment: 2020-08-12
    Authorised Representative Name: GALLAGHER BENEFIT SERVICES PTY LTD
    Authorised Representative Number: 000488001
    Rep Appointed ABN: 49611343803

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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.