Simon John Lewis
Financial Adviser in Ivanhoe East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000337513
- Location
- Ivanhoe East VIC 3079
- Licensee
- Arrow Financial Group Pty Ltd (AFSL 536745)
- Authorised since
- 1 July 2022
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, University of Melbourne (1997); Graduate Diploma of Applied Finance and Investment, Securities Institute (2000); Graduate Diploma in Financial Planning, Securities Institute (2007); Margin Lending and Geared Investments, Kaplan Professional (2010); Self Managed Superannuation Funds, Kaplan Professional (2012); Ethics & Professionalism in Financial Advice, KAPLAN Professional (2019)
- Memberships
- CFP - Certified Financial Planner (FPA); 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon John Lewis
Simon John Lewis is a financial adviser in Ivanhoe East, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000337513.
The licensee Simon advises under is Arrow Financial Group Pty Ltd (AFS licence 536745). The current authorisation started on 1 July 2022.
According to the register, Simon first provided financial advice in 2007. Qualifications and training on file include Bachelor of Commerce (University of Melbourne, 1997), Graduate Diploma of Applied Finance and Investment (Securities Institute, 2000) and Graduate Diploma in Financial Planning (Securities Institute, 2007). Simon is recorded as a member of CFP – Certified Financial Planner (FPA) and 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Simon John Lewis a registered financial adviser?
Yes. Simon John Lewis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000337513.
Which licensee does Simon John Lewis work under?
Arrow Financial Group Pty Ltd, Australian financial services licence 536745.
What can Simon John 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.