Laura Jane Lewis
Financial Adviser in North Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008655
- Location
- North Perth WA 6006
- Licensee
- Momentum Planning Pty Ltd (AFSL 322220)
- Authorised since
- 11 July 2014
- First provided advice
- 2014
- Qualifications
- Commerce, University of WA (2011); Financial Planning, Kaplan (2013); Securities, Managed Investments and Margin Lending, Kaplan (2014); Ethics & Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Laura Jane Lewis
Laura Jane Lewis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Perth, Western Australia (adviser number 001008655).
Laura provides advice as an authorised representative of Momentum Planning Pty Ltd, which holds Australian financial services licence 322220. That authorisation dates from 11 July 2014.
The register records 2014 as the year Laura first provided financial advice. The qualifications listed for Laura include Commerce (University of WA, 2011), Financial Planning (Kaplan, 2013) and Securities, Managed Investments and Margin Lending (Kaplan, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Laura Jane Lewis a registered financial adviser?
Yes. Laura Jane Lewis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008655.
Which licensee does Laura Jane Lewis work under?
Momentum Planning Pty Ltd, Australian financial services licence 322220.
What can Laura Jane 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.