Benjamin Levy
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Benjamin Levy is an ASIC-registered financial adviser based in Subiaco, WA, dedicated to helping clients achieve their financial goals through personalized and comprehensive advice. With a strong educational background including a Bachelor of Music from the University of the Witwatersrand Johannesburg and advanced qualifications in financial planning from Kaplan Education, Benjamin combines a unique perspective with extensive industry knowledge. He holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2023) and is committed to ongoing professional development. As a member of the Financial Advice Association of Australia (FAAA), Benjamin adheres to the highest ethical and professional standards. Benjamin is authorized to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities, ensuring clients receive well-rounded and tailored solutions. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • Investment strategies Benjamin is passionate about empowering his clients to make informed decisions and secure their financial future. Whether you're planning for retirement, seeking to protect your family with insurance, or looking to optimize your superannuation, Benjamin is here to guide you. Contact Benjamin today to schedule a consultation and take the first step towards achieving your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Benjamin Levy offer?
Benjamin Levy specializes in providing advice on superannuation, retirement planning, and insurance solutions, including Investment Life Insurance and Life Risk Insurance. He can also assist with Retirement Savings Accounts and Government Debt Securities.
What are Benjamin Levy's qualifications?
Benjamin holds a Bachelor of Music, a Diploma Financial Services (Financial Planning), DPML Margin Lending, an Advanced Diploma of Financial Planning, and a Graduate Diploma of Financial Planning. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Benjamin?
During your initial consultation with Benjamin, you can expect a thorough discussion of your financial goals, current situation, and any concerns you may have. Benjamin will take the time to understand your needs and develop a personalized financial plan tailored to your specific circumstances.
How does Benjamin stay up-to-date with changes in the financial industry?
Benjamin is committed to ongoing professional development and regularly attends industry conferences, workshops, and training sessions. He also stays informed through professional publications and maintains his membership with the Financial Advice Association of Australia (FAAA).
How do I get started with financial planning with Benjamin Levy?
To get started, simply contact Benjamin to schedule an initial consultation. This meeting will provide an opportunity to discuss your financial goals and determine how Benjamin can best assist you in achieving them.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.