Reece Lewis

Nestworth

Bronze

5 Yrs Experience

Fortitude Valley, QLD 4006

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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.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Margin Lending
Shares & Investments
Aged Care
Cashflow & Income
Complex Investments
Expat Finance
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 November 2023

Faultless

5.00 November 2023

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.

5.00 November 2023

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.

5.00 November 2023

Can’t speak highly enough of the partnership I have with Reece.

5.00 November 2023

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.