Grant Levitas

Grant Levitas

Financial Adviser

I am passionate about keeping financial advice down to earth and simple. Over 20 years of helping clients achieve what is important to them throughout their life changes and giving them peace of mind along the way.

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Areas of specialisation

Personal Protection Insurances
Debt management
Budgeting, Cash Flow and Savings;
Aged care Advice;
Financial Planning through significant events (e.g. Divorce Settlements and Personal Injury Compensation);
Retirement planning
Self Managed Super Funds (SMSF)

Career profile

Over 20 years providing financial protection and planning, across 3 continents
Mortgage broking experience
Qualified Game Ranger in South Africa

Professional qualifications

Advanced Diploma of Financial Planning
Certificate IV in Mortgage Broking and Finance

Memberships and associations

Financial Planning Association of Australia
Mortgage & Finance Association of Australia

Personal interests

Family (wife, 2 kids and the favourite of the family, Ruby the Labradoodle)
All sports especially Cricket.
Passionate about South African Wildlife
Poker and politics.

Business Details

Suite 1807, Level 18, Tower 2,
101 Grafton St, Bondi Junction NSW 2022


0415 998 225

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