Experienced Financial Planner with a demonstrated history of working in financial services both locally and internationally. Particular interests include superannuation, debt structures and investments. Strong finance professional with demonstrated time management skills having completed a degree in management and a Masters of financial planning.
Reece provides us with great and thorough financial advice since we started with him. He managed to explain and tailored our portfolio based on our financial needs. His approachable and reliable in keeping up with emails and phone calls and taking time with his clients. We highly recommend Reece as his a trusted financial adviser.
Reece is always friendly, helpful and approachable. Communication is clear and easy. I have found Reece to be very knowledgeable in all areas we have dealt with, always providing us with good advice and helping us to achieve our goals. He is proactive, keeping a close eye on our situation and letting us know when there is anything on the horizon which may affect us. We are very happy to have Reece as our adviser.
Can’t speak highly enough of the partnership I have with Reece.
We have been working with Reece Lewis for several years now and have always found him to be very friendly and wise in regards to our investments. Reece has only ever changed anything in regards to our investments when he has explained the reasons and when they are best for us.
- Adviser status Bronze
- Number of reviews 6
- First year providing advice 2018
- Years of experience 5
- Master of Financial Planning
NestworthSuite 4A, Level 4, 230 Brunswick St
Fortitude Valley, QLD 4006
- In person
- Video call
Fortnum Private Wealth Ltd