GRANT LLOYD RICHARD LEWIS
Financial Adviser · Albury, NSW
📚 Qualifications & Training
2002 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Charles Sturt University
2003 - Diploma of Financial Services - Diploma (AQF 5) - Deakin University
2009 - Certified Financial Planner - Professional Designations - FPA
2011 - Margin Lending and Geared Investments - Other - Kaplan
2012 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.