Grant Levitas

Gravitas Financial

Gold
12 Yrs Experience
Bondi Junction, NSW 2022

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

I am a fee for service practitioner. The fees I charge are based on the ongoing service offering that I provide to my clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 15
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Diploma of Financial Planning (DFP 1-8)
  • Language spoken
    • English

Gravitas Financial

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

Licensed by

Wealth Market Pty Ltd

AFSL 482898

4.95
15 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 15

Sort by

5.00

"Grant is extremely professional and very knowledgeable. He understands our needs and presents information clearly and with a huge amount of patience and honesty."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very personable and helpful"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Grant has always provided the services I require with utmost professionalism and efficiency."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Grant to be professional, friendly, knowledgeable & really really easy to approach. He is always available & very patient at explaining every element of my portfolio"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I trust Grant completely"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"He answered and guided me with confidence. Still to early to tell if his advice was on the money. But his company has worked with my parents for many years, and they mare very pleased with the results."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Grant is approachable, patient and very responsive to any questions or requests."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have known and used Grant for advice for a number of years. I have always found him to be eager to help and responsive when I have required help and advice. I'd be more than happy to refer Grant to friends and family."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Grant is always responsive, professional and is able to explain things in simple terms. Highly recommended!"

  • Insurance Protection
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"demonstrates very good understanding of my circumstances, listens exactly to my needs and desired outcomes and helped me implement the right strategies for my super and insurance."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2017

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2013

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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