Stephen Lewis
Financial Adviser in Griffith, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263971
- Location
- Griffith NSW 2680
- Licensee
- GWP Financial Services Pty Ltd (AFSL 517504)
- Authorised since
- 22 January 2021
- First provided advice
- 2001
- Qualifications
- Certificate in Applied Self Managed Super Fund Advice, Tower Trust (2004); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education (2005)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- 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 Stephen Lewis
Stephen Lewis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Griffith, New South Wales (adviser number 000263971).
Advice is given under the Australian financial services licence of GWP Financial Services Pty Ltd, licence number 517504. The current authorisation started on 22 January 2021.
According to the register, Stephen first provided financial advice in 2001. Qualifications and training on file include Certificate in Applied Self Managed Super Fund Advice (Tower Trust, 2004) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education, 2005). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP).
Stephen is authorised to advise 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 Stephen Lewis a registered financial adviser?
Yes. Stephen Lewis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263971.
Which licensee does Stephen Lewis work under?
GWP Financial Services Pty Ltd, Australian financial services licence 517504.
What can Stephen 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.