Financial Adviser
· WEST PERTH, WA
Simone Marie Lewis
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000293533
Simone Marie Lewis is a financial adviser based in West Perth, Western Australia, with 21 years of experience in the financial services industry since 2005. Simone is currently authorised under Capital Partners Consulting. Simone holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simone's qualifications include a Bachelor of Commerce from Curtin University.
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
2001
Bachelor of Commerce
Curtin University
2005
Graduate Diploma of Financial Planning
FINSIA
2008
ASX Accredited Listed Product Adviser (ALPA)
Kaplan
2026
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Excluding Margin Lending and Self Managed Super Funds.
Source: ASIC Financial Advisers Register