Financial Adviser
· MILTON, QLD
Reece Mark Lewis
No disciplinary history on record with ASIC
MILTON,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267035
About Reece Mark Lewis
Reece Mark Lewis is a financial adviser based in Milton, Queensland, with 8 years of experience in the financial services industry since 2018. Reece is currently authorised under Mainview Securities. Reece holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Reece's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.
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
2014
Bachelor of Business (Management)
QUT
2020
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2021
Master of Financial Planning
Kaplan Higher Education Pty Limited
2021
Tier 1 Margin Lending
Other - Kaplan