I have worked in the financial services industry since 2003 providing personal financial advice to my clients in the Blue Mountains and along the east coast of Australia. Prior to this I was a corporate accountant for a large multi-national company for six years.
In terms of my qualifications I recently completed a Master of Financial Planning (with Distinction) and I also hold a Bachelor of Commerce, a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning).
I have extensive knowledge of superannuation, pre and post retirement planning, investment portfolio construction, self-managed super funds and wealth accumulation strategies.
I am a member of the Financial Planning Association of Australia (FPA) and the Self Managed Super Fund Association (SMSF Association).
- Adviser status Gold
- First year providing advice 2005
- Years of experience 19
- Master of Financial Planning
Lewis Financial Advisory Group Pty LtdSuite 3, Springwood Mews, 10 Ferguson Road
Springwood, NSW 2777
- 8:00am – 6:00pm Monday – Friday
Lewis Financial Services Licence Pty Ltd