SIMON JOHN LEWIS
Financial Adviser · Ivanhoe East, VIC
📚 Qualifications & Training
1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
2000 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute
2007 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2010 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional
2012 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN Professional
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
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.