LEWIS CLEVE WATERS


Licensee: ARK TOTAL WEALTH PTY LTD

LEWIS CLEVE WATERS (Adviser# 000241035) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is February 1, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name LEWIS CLEVE WATERS
Adviser Number 000241035
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1996
Financial Service (AFS) Licence Licence# 000239445
ARK TOTAL WEALTH PTY LTD
Licence ABN 54052854565
Licence Controlled By BSI Wealth Services
Adviser Start Date 2017-02-01
Appointing Representative Name ARK TOTAL WEALTH PTY LTD
Appointing Representative Number 000239445
Appointing Representative ABN 54052854565
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • LEWIS CLEVE WATERS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Financial Planning Specialist Institute of Chartered Accountants
Self Managed Super Fund Specialist Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000239445 ARK TOTAL WEALTH PTY LTD
Licence controlled by: BSI Wealth Services
2017-02-01 - ARK TOTAL WEALTH PTY LTD
000234459 AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence controlled by: AUSTRALIAN UNITY LIMITED
2016-07-01 - 2017-01-31 AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
000237498 PREMIUM WEALTH MANAGEMENT PTY LTD
Licence controlled by: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
2003-11-06 - 2016-06-30 PREMIUM WEALTH MANAGEMENT PTY LTD

Licensee Information

Licence Name ARK TOTAL WEALTH PTY LTD
Licence Number 000239445
Licence ABN 54052854565

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRENT STUART MCLAUCHLAN Ark Total Wealth Pty Ltd Current 2017-02-01
BRANDON ELLIOTT Ark Total Wealth Pty Ltd Current 2016-11-01
RAYMOND HIUNG MING KAN Ark Total Wealth Pty Ltd Current 2016-09-12
CHRISTOPHER MAGNUS Ark Total Wealth Pty Ltd Current 2011-03-01
DYLAN RENAUD TIMOTHY CHAN Ark Total Wealth Pty Ltd Current 2004-07-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRENT STUART MCLAUCHLAN Ark Total Wealth Pty Ltd Current 2017-02-01
BRANDON ELLIOTT Ark Total Wealth Pty Ltd Current 2016-11-01
RAYMOND HIUNG MING KAN Ark Total Wealth Pty Ltd Current 2016-09-12
CHRISTOPHER MAGNUS Ark Total Wealth Pty Ltd Current 2011-03-01
DYLAN RENAUD TIMOTHY CHAN Ark Total Wealth Pty Ltd Current 2004-07-01

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.