Financial Adviser
· ALBURY, NSW
Grant Lloyd Richard Lewis
No disciplinary history on record with ASIC
ALBURY,
NSW
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000286797
Grant Lloyd Richard Lewis is a financial adviser based in Albury, New South Wales, with 21 years of experience in the financial services industry since 2005. Grant is currently authorised under Johnsons Mme Financial Advisory. Grant holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Grant's qualifications include a Certified Financial Planner from FPA. Grant is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Business (Accounting)
Charles Sturt University
2003
Diploma of Financial Services
Deakin University
2009
Certified Financial Planner
FPA
2011
Margin Lending and Geared Investments
Kaplan
2012
SMSF Specialist Advisor (SSA)
SMSF Association
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register