Stephen Lewis

Grange Wealth Advisors

Gold
21 Yrs Experience
Griffith, NSW 2680

Recent reviews

Grange Wealth Advisors

Suite 5, 31-43 Ulong St
Griffith, NSW 2680

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 20
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Gwp Financial Services Pty Ltd

AFSL 517504

4.90
20 Reviews
5
4
3
2
1
4.80
Clear communication
4.90
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 20

Sort by

5.00

"Have had advice for quite a few years with Stephen which has been very in depth compared to my knowledge. Certainly has helped get me to a point where I can think of retiring before the pension age."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stephen is very professional and helpful with his advice."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Extremely pleased to have Steve involved in my planning for retirement"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Stephen is a very competent adviser for our super fund, he has good resources available,maintains good records,offers good service and has friendly staff."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"No comment"

  • Managing Debt
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stephen has been our adviser when he was with the NAB and we followed him into Bridges We feel that he cares about us and our future, his explanations and advice is concice and very open with suggestions of alternatives and the consequences of the alternatives We are extremely comfortable with Stephen Lewis as our adviser."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"since I was made redundant steven has given us good finaciel advice and is a great person to do money matters with doug 2680"

  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stephen Lewis has always been upfront about services and fees. He dedicates himself to doing the maximum for his clients."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"easy to understand and very professional"

  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have great faith in Stephen. He is extremely professional and honest. He always makes himself available to answer, or investigate, any query we have. We fully trust his advice and would have no hesitation in recommending his services to anyone."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 20

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2012

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Certificate in Applied Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
NewTower Trust Company
Completed
2004

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
  1. Opinion
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  3. Comment
  4. Questions
  5. Details

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