Grant Lloyd Richard Lewis
Financial Adviser in Albury, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000286797
- Location
- Albury NSW 2640
- Licensee
- Johnsons Mme Financial Advisory Pty Ltd (AFSL 353848)
- Authorised since
- 1 July 2010
- First provided advice
- 2005
- Qualifications
- Bachelor of Business (Accounting), Charles Sturt University (2002); Diploma of Financial Services, Deakin University (2003); Certified Financial Planner, FPA (2009); Margin Lending and Geared Investments, Kaplan (2011); SMSF Specialist Advisor (SSA), SMSF Association (2012); Ethics and Professionalism in Financial Advice, Kaplan (2023)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Grant Lloyd Richard Lewis
On the Financial Advisers Register kept by ASIC, Grant Lloyd Richard Lewis appears as a current financial adviser in Albury, New South Wales, adviser number 000286797.
Advice is given under the Australian financial services licence of Johnsons Mme Financial Advisory Pty Ltd, licence number 353848. The current authorisation started on 1 July 2010.
According to the register, Grant first provided financial advice in 2005. The qualifications listed for Grant include Bachelor of Business (Accounting) (Charles Sturt University, 2002), Diploma of Financial Services (Deakin University, 2003) and Certified Financial Planner (FPA, 2009). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
Grant is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Grant Lloyd Richard Lewis a registered financial adviser?
Yes. Grant Lloyd Richard Lewis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000286797.
Which licensee does Grant Lloyd Richard Lewis work under?
Johnsons Mme Financial Advisory Pty Ltd, Australian financial services licence 353848.
What can Grant Lloyd Richard Lewis give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.