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Stephen Lewis

 Stephen Lewis

Share profile:
31-41 Ulong Street Centrepoint Complex, Level 2
Griffith
NSW
2680
AU

Overview CONTACT THE ADVISER

Stephen Lewis Stephen Lewis

total Reviews

19

Experience

17yrs

Status

Platinum

Overall Adviser Rating

99

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Bridges Financial Services Pty Ltd
Bridges Financial Services Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

IOOF Holdings Ltd
IOOF Holdings Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Socially Responsible InvestmentsSocially Responsible Investments

Latest Customer Reviews (3 of 19 total)See all

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

Judith, 65+ 13 Jul 2018

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

Jamie, 46-55 25 Jun 2018

"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."

Noel, 65+ 21 Jun 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 17 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Centrepoint Complex, Level 2
31-41 Ulong Street, Griffith
NSW 2680 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 98% Average Reviews
  • 19 Total Reviews
Judith, 65+13 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

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

Jamie, 46-5525 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

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

Noel, 65+21 Jun 2018
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"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."

Mark, 35-4521 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"No comment"

Roy, 65+21 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

douglas, 56-6520 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

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

Edward, 65+19 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

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

William, 65+19 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"easy to understand and very professional"

Elizabeth, 65+19 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

Geoffrey, 35-4519 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Stephen has always provided advice and service that is of a very high standard. I have and will continue to recommend him to family and friends."

Christine, 56-6519 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Stephen has been an exceptional adviser.He is a good listener and responds to you needs. He is very thorough and caring in how he plans with you, never allowing you to be swamped with too much jargon. For the last 10 years I have moved away from Griffith. Steve has ensured that his service has continued on as smoothly as it had before. I have felt that I have been able to contact Steve as often as I have needed and he has always responded within 24 hours. I have never felt that my financial needs were too small or insignificant to contact Steve about advice. "

Deborah, 56-6519 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I think i would have been one of his earlier clients when he set up an office and my then current place of employment. I was impressed by his professionalismn way back then. I spoke to him a few times and then changed my super over to him and am definately not looking to move any time soon :)"

John, 46-5519 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We are very satisfied with the level of service we receive from Stephen. Stephen is very professional and well research and prepared for range of investments."

Clive, 56-6519 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very knowledgeable . Good service and investment advice. Nothing is ever a problem and good advice for planning for the future."

Richard , 56-6519 Jun 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"Stephen is extremely approachable and up to date with current financial services and advice."

Meredith, 56-6519 Jun 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Stephen is very personable, easy to talk to and takes as much time as needed to explain different plans, risks and possible impact "

Paul, 56-6519 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Would recommend to my family and friends"

Gregory, 56-6519 Jun 2018
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"Have been using Stephen for a number of years and nothing has been too much trouble. All responses and advice have been prompt, complete and informative Above all his opinions and judgements are valued and trusted"

Kim, Under 3519 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Stephen is able to communicate really well and its extremely knowledgeable and thorough . I would and have recommended him to others. "

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
11
Customers

#2
Self Managed Super Funds
STRENGTH
10
Customers

#3
Preparing For Retirement
STRENGTH
9
Customers

#4
Savings Investment
STRENGTH
8
Customers

#5
Insurance Protection
STRENGTH
4
Customers

#5
Tax Effective Strategies
STRENGTH
4
Customers

x

Overall rating

99%

Stephen Lewis

Company: Bridges Financial Services Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Stephen Lewis is a member of and in what capacity, the licensee or company of Stephen Lewis and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Stephen Lewis (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%