Kathleen Ann Lewis
Financial Adviser in Eight Mile Plains, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000381711
- Location
- Eight Mile Plains QLD 4113
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 19 July 2024
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); SMSF Course, University of Adelaide (2012); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2018); Aged Care Course, Other (2023); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Kathleen Ann Lewis
Kathleen Ann Lewis is a financial adviser in Eight Mile Plains, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000381711.
The licensee Kathleen advises under is Charter Financial Planning Limited (AFS licence 234665). The current authorisation started on 19 July 2024.
According to the register, Kathleen first provided financial advice in 2010. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2010), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012) and SMSF Course (University of Adelaide, 2012).
The authorisation covers advice 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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Kathleen Ann Lewis a registered financial adviser?
Yes. Kathleen Ann Lewis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000381711.
Which licensee does Kathleen Ann Lewis work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Kathleen Ann 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."