Simeon Levin
Financial Adviser
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About
Simeon Levin is an ASIC-registered financial adviser based in Sydney, NSW, committed to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from Deakin University (2005) and CFP Certification from the Financial Planning Association of Australia (2008), Simeon possesses a strong foundation in financial principles. Furthering his expertise, Simeon also holds a Life Risk Specialist designation from the Financial Planning Association of Australia (2015) and qualifications in Self Managed Superannuation Funds from Kaplan Professional (2016). As a member of the Financial Advice Association of Australia (FAAA), Simeon adheres to the highest ethical and professional standards. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, and investments. Simeon's expertise encompasses wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Simeon can assist you with: • Superannuation advice to help you grow your retirement savings. • Insurance solutions to protect you and your family. • Comprehensive wealth management strategies to build long-term financial security. • Retirement planning to ensure a comfortable and fulfilling retirement. • Investment advice for Life Insurance, risk mitigation and securities Ready to take control of your financial future? Contact Simeon today for a consultation.
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Frequently Asked Questions
What types of financial advice does Simeon Levin offer?
Simeon Levin provides comprehensive financial advice, including superannuation advice, insurance, wealth management, and retirement planning. He is also authorized to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Simeon Levin have?
Simeon Levin holds a Diploma of Financial Planning from Deakin University (2005), CFP Certification from the Financial Planning Association of Australia (2008), a Life Risk Specialist designation from the Financial Planning Association of Australia (2015), and qualifications in Self Managed Superannuation Funds from Kaplan Professional (2016).
How can Simeon Levin help me with my superannuation?
Simeon can provide expert advice on superannuation strategies to help you maximize your retirement savings, choose the right investment options, and understand the latest superannuation regulations.
What is the first step in working with Simeon Levin?
The first step is to schedule a consultation. During this meeting, Simeon will discuss your financial goals, assess your current situation, and explain how he can help you achieve your objectives.
What can I expect from the financial planning process with Simeon Levin?
You can expect a personalized and collaborative approach. Simeon will work closely with you to develop a tailored financial plan that aligns with your specific needs and aspirations. He will provide ongoing support and guidance to help you stay on track and make informed financial decisions.
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