Grant Levitas

Financial Adviser

ASIC adviser number:
001001667
Qualifications and training:

2010, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), MLC Advice Education (RTO)
2012, Advanced Diploma of Financial Planning, Advanced Diploma (AQF 6), MLC Advice Education (RTO)
2017, Accredited Aged Care Professional Program, Other, Aged Care Steps
2023, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education
2026, FPE020 SMSF Regulations and Taxation, Other, Kaplan Higher Education

When adviser first provided advice:
2010
Membership of professional associations:

Financial Planning Association of Australia (FPA)

Disciplinary action by ASIC:
None
Location:
Westfield Tower Two, Suite 1807, 101 Grafton St
Westfield Bondi Junction  NSW  2022
Website:
https://gravitasfinancial.com.au/
AFS licence holder name:
Alliance Wealth Pty Ltd
AFS licence number:
000449221
Licence controlled by:
Centrepoint Alliance Limited ~ Centrepoint Wealth Pty Ltd [Date Ceased: 21/02/2018]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».