MELISSA LEANNE LEWIS
Financial Adviser · Milton, QLD
📚 Qualifications & Training
1992 - Business (major accounting) - Bachelor Degree (AQF 7) - University of Southern Queensland
2003 - Financial Planning - Diploma (AQF 5) - Deakin University
2015 - Management - Diploma (AQF 5) - Central University Australia
2023 - Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2024 - Certified Financial Planner - Professional Designations - FAAA
2024 - Masters of Financial Planning - Masters Degree (AQF 9) - Kaplan
🏢 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.