Financial Adviser
· IVANHOE EAST, VIC
Simon John Lewis
No disciplinary history on record with ASIC
IVANHOE EAST,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000337513
Simon John Lewis is a financial adviser based in Ivanhoe East, Victoria, with 19 years of experience in the financial services industry since 2007. Simon is currently authorised under Arrow Financial Group. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Bachelor of Commerce from University of Melbourne. Simon is a member of CFP - Certified Financial Planner (FPA) and 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
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce
University of Melbourne
2000
Graduate Diploma of Applied Finance and Investment
Securities Institute
2007
Graduate Diploma in Financial Planning
Securities Institute
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
Self Managed Superannuation Funds
Kaplan Professional
2019
Ethics & Professionalism in Financial Advice
Ethics - KAPLAN Professional
Registration History
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register