Raimon Lewandowski
Financial Adviser in Unley, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000274798
- Location
- Unley SA 5061
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 16 April 2004
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, University of Adelaide (1999); Graduate Diploma of Applied Finance and Investment, Securities Institute (2003); Diploma of Financial Services (Financial Planning), AMP Limited (2004); Advanced Diploma of Financial Services (Financial Planning), AMP Limited (2005); Professional Certificate in Self Managed Superannuation Funds, University of Adelaide (2011); Diploma of Management, Leadership Management Australia Pty Limited (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- 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, 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 Raimon Lewandowski
Raimon Lewandowski is a financial adviser in Unley, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000274798.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 16 April 2004.
The register records 2004 as the year Raimon first provided financial advice. The qualifications listed for Raimon include Bachelor of Commerce (University of Adelaide, 1999), Graduate Diploma of Applied Finance and Investment (Securities Institute, 2003) and Diploma of Financial Services (Financial Planning) (AMP Limited, 2004).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 Raimon Lewandowski a registered financial adviser?
Yes. Raimon Lewandowski is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000274798.
Which licensee does Raimon Lewandowski work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Raimon Lewandowski 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; 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."