William Peter Lewis
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005184
- Location
- Adelaide SA 5000
- Licensee
- Optimal AFSL Pty Ltd (AFSL 431258)
- Authorised since
- 26 April 2024
- First provided advice
- 1988
- Qualifications
- Bachelor of Economics, Flinders University of South Australia (1986)
- 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 William Peter Lewis
William Peter Lewis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 001005184).
Advice is given under the Australian financial services licence of Optimal AFSL Pty Ltd, licence number 431258. That authorisation dates from 26 April 2024.
The register records 1988 as the year William first provided financial advice. Qualifications and training on file include Bachelor of Economics (Flinders University of South Australia, 1986).
William 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 William Peter Lewis a registered financial adviser?
Yes. William Peter Lewis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005184.
Which licensee does William Peter Lewis work under?
Optimal AFSL Pty Ltd, Australian financial services licence 431258.
What can William Peter 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.