Financial Adviser · SUBIACO, WA

Benjamin Nathan Levy

SUBIACO, WA

40 Years experience

Tax advice
authorised

ASIC Registered · ADV 000340861

Currently at

Fmb Financial Planners

Sydney, NSW (firm address)

View firm profile

Benjamin Nathan Levy is a financial adviser based in Subiaco, Western Australia, with 40 years of experience in the financial services industry since 1986. Benjamin is currently authorised under Millennium 3 Financial Services, operating through Fmb Financial Planners. Benjamin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Benjamin's qualifications include a Bachelor of Music from University of the Witwatersrand Johannesburg. Benjamin is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1986

Bachelor of Music

University of the Witwatersrand Johannesburg

2009

Diploma Financial Services (Financial Planning)

Kaplan Education Pty Limited

2010

DPML Margin Lending

Pinnacle Financial Services Academy

2016

Advanced Diploma of Financial Planning

Kaplan Education Pty Ltd

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Millennium 3 Financial Services Pty Ltd

Sep 2025 - Present Current

Millennium 3 Financial Services Pty Ltd

Nov 2021 - Sep 2025 Ceased

Government Debentures, Stock or Bonds: class of product only.

Consultum Financial Advisers Pty Ltd

Apr 2013 - Nov 2021 Ceased

Advice on superannuation excludes self managed superannuation funds

Akumin Financial Planning Pty Limited

Sep 2009 - Mar 2013 Ceased

Source: ASIC Financial Advisers Register