Raimon Lewandowski profile photo
5.00
1 Review

Raimon Lewandowski

Mba Financial Strategists Pty Ltd

Gold
18 Yrs Experience
Unley, SA 5061

Expertise

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Mba Financial Strategists Pty Ltd

77 King William Road
Unley, SA 5061

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Every piece of advice that Raimon and his team has given us has been concise and factual. His advice has lead to our fund balances increasing and our tax liabilities decreasing or eliminated. Will continue to and have recommended friends to him."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Adelaide (UOA)
Completed
1999

Professional Certificate in Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
AMP Limited
Completed
2005

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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