Financial Adviser · GRIFFITH, NSW

Stephen Lewis

GRIFFITH, NSW

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 000263971

Currently at

Gwp Financial Services

Griffith, NSW (firm address)

View firm profile

About Stephen Lewis

Stephen Lewis is a financial adviser based in Griffith, New South Wales, with 25 years of experience in the financial services industry since 2001. Stephen is currently authorised under Gwp Financial Services. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education. Stephen is a member of Association of Independently Owned Financial Professionals (AIOFP).

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

2004

Certificate in Applied Self Managed Super Fund Advice

Tower Trust

2005

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education

Registration History

Gwp Financial Services Pty Ltd

Jan 2021 - Present Current

Bridges Financial Services Pty Limited

Mar 2004 - Jan 2021 Ceased

Source: ASIC Financial Advisers Register