Financial Adviser
· MILTON, QLD
Melissa Leanne Lewis
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000247662
Melissa Leanne Lewis is a financial adviser based in Milton, Queensland, with 3 years of experience in the financial services industry since 2023. Melissa is currently authorised under Mainview Securities. Melissa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Melissa's qualifications include a Certified Financial Planner from FAAA. Melissa 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Business (major accounting)
University of Southern Queensland
2003
Financial Planning
Deakin University
2015
Management
Central University Australia
2023
Financial Planning
Kaplan Professional
2024
Certified Financial Planner
FAAA
2024
Masters of Financial Planning
Kaplan