Matthew Lewis
Financial Adviser in Robina, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008494
- Location
- Robina QLD 4226
- Licensee
- SGN Financial Pty Ltd (AFSL 490523)
- Authorised since
- 16 February 2022
- First provided advice
- 2007
- Qualifications
- Bachelor of Business, Griffith University (2003); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2011); Margin Lending and Geared Investments, Kaplan (2011); Self Managed Super Funds, Kaplan (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019); Accredited Listed Product Adviser Program, Kaplan Professional (2021)
- 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 Matthew Lewis
On the Financial Advisers Register kept by ASIC, Matthew Lewis appears as a current financial adviser in Robina, Queensland, adviser number 001008494.
Advice is given under the Australian financial services licence of SGN Financial Pty Ltd, licence number 490523. That authorisation dates from 16 February 2022.
The register records 2007 as the year Matthew first provided financial advice. Qualifications and training on file include Bachelor of Business (Griffith University, 2003), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2011) and Margin Lending and Geared Investments (Kaplan, 2011).
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 Matthew Lewis a registered financial adviser?
Yes. Matthew Lewis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008494.
Which licensee does Matthew Lewis work under?
SGN Financial Pty Ltd, Australian financial services licence 490523.
What can Matthew 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.