LEWIS WILLIAM CLELLAND
Financial Adviser · Newstead, QLD
📚 Qualifications & Training
2008 - Bachelor of Business (International Business) - Bachelor Degree (AQF 7) - QUT
2012 - Diploma of Financial Services (FP) - - International Institute of Technology
2012 - Diploma of Financial Services (FP) - Diploma (AQF 5) - International Institute of Technology
2018 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.