Levi Hohn
Financial Adviser
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About
Levi Hohn is an ASIC-registered financial adviser based in Townsville, QLD, dedicated to helping clients achieve their financial goals. With a solid foundation built upon a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning) from Mentor Education, Levi has consistently expanded his expertise, most recently completing a Graduate Diploma of Financial Planning from Kaplan Higher Education in 2023. He also holds qualifications in Self Managed Superannuation Funds, Finance and Mortgage Broking, and Margin Lending. A proud member of the Financial Advice Association of Australia (FAAA), Levi is committed to upholding the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management strategies. Levi specialises in guiding clients through the complexities of retirement planning and investment, ensuring they make informed decisions to secure their financial future. He can provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Levi Hohn today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Levi Hohn offer?
Levi Hohn provides advice on a range of financial products and services, including superannuation, retirement planning, wealth management, and various types of insurance.
What qualifications does Levi Hohn hold?
Levi holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), a Graduate Diploma of Financial Planning, and certifications in Self Managed Superannuation Funds, Finance and Mortgage Broking, and Margin Lending.
What can I expect during my initial consultation with Levi Hohn?
During your first meeting, Levi will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a strategy to help you achieve your objectives and explain his fees and services.
How does Levi Hohn stay updated with changes in financial regulations?
As a member of the Financial Advice Association of Australia (FAAA) and through ongoing professional development, Levi remains up-to-date on the latest changes in financial regulations and industry best practices.
Does Levi Hohn specialise in Self-Managed Superannuation Funds (SMSFs)?
Yes, Levi Hohn holds qualifications in Self Managed Superannuation Funds and can provide expert advice on setting up and managing your SMSF.
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