Andrew Levi Email
Chief Operations Officer @ Viola Private Wealth
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Andrew Levi Location
- Sydney, NSW, AU
Andrew Levi Work
- 2024 -now Chief Operations Officer @
- 2019 -2024 Head of Operations @
- 2018 -2019 Director @
- 2016 -2018 Project Delivery Manager @ ASP Financial Services
- 2015 -2016 Business Analyst @ ASP Financial Services
- 2011 -2015 Risk and Special Projects Manager @ ASP Financial Services
- 2009 -2011 National SMSF Finance Manager @ WPS Financial Group
- 2009 -2009 SMSF Manager @ WPS Financial Group
- 2007 -2009 National ACM Manager @ WPS Financial Group
Andrew Levi Education
- Salesforce
Administration 201
2014-2014 - Kaplan
Advanced Diploma of Financial Planning (FNS60410) (Financial Planning and Services)
2012-2012 - Kaplan
Diploma of Finance and Mortgage Broking (Mortgage Broking)
2011-2011 - Kaplan
Self Managed Super Funds (SMSF)
2011-2011 - Kaplan
Diploma of Financial Planning (FNS50610) (Financial Planning and Services)
2007-2007 - Western Sydney University
Bachelor of Business Administration (B.B.A.) (Economics)
2003-2005
Andrew Levi Skills
- Banking
- Mortgage Brokers
- Financial Planning
- Self Managed Super Funds
- Mortgage Broking
- Financial Risk
- Relationship Management
- Finance
- Investment Advisory
- Strategy
- Financial Services
- Wealth Management
- Compliance
- SMSF
- Strategic Financial Planning
- Investment Strategies
- Risk Management
- Customer Service
- Management
- Project Management
- CRM
Andrew Levi Summary
- Andrew Levi, based in Sydney, NSW, AU, is currently a Chief Operations Officer at Viola Private Wealth. Andrew Levi brings experience from previous roles at Pitcher Partners, Sidekiq and ASP Financial Services. Andrew Levi holds a 2014 - 2014 Administration 201 @ Salesforce. With a robust skill set that includes Banking, Mortgage Brokers, Financial Planning, Self Managed Super Funds, Mortgage Broking and more.
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Top Viola Private Wealth Employees
Sean Ward
Chief Executive Officer
Sydney, NSW, AU
Alex Thompson
Private Wealth
Sydney, NSW, AU
Hanna Oo
Head of Operations
Sydney, NSW, AU
Cooper Cronk
Viola Private Wealth Ambassador
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