KAREN MAI LEWIS (Adviser# 001003531) 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 July 2, 2018.
| Register Name | Financial Advisers |
| Adviser Name | KAREN MAI LEWIS |
| Adviser Number | 001003531 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000258853 ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD |
| Licence ABN | 25107671563 |
| Licence Controlled By | Mayfair Limited |
| Adviser Start Date | 2018-07-02 |
| Appointing Representative Name | ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000258853 |
| Appointing Representative ABN | 25107671563 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Bachelor of Arts | The University of Queensland |
| Diploma of Education (Early Childhood) | Queensland University of Technology |
| Foundation DFP | Financial Planning Association of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000258853 |
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Licence controlled by: Mayfair Limited |
2018-07-02 - | ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD |
| 000479263 | ZENITH REPRESENTATIVES PTY LTD | 2017-08-09 - 2017-11-20 | HOLZWORTH WEALTH PARTNERS PTY LTD |
| 000479263 | ZENITH REPRESENTATIVES PTY LTD | 2017-06-01 - 2017-08-08 | ZENITH REPRESENTATIVES PTY LTD |
| 000243253 |
FINDEX ADVICE SERVICES PTY LTD
Licence controlled by: FINDEX GROUP LIMITED |
2016-05-26 - 2016-09-16 | FINDEX ADVICE SERVICES PTY LTD |
| 000229885 |
SUNCORP FINANCIAL SERVICES PTY LTD
Licence controlled by: SUNCORP GROUP LIMITED Further restrictions: Superannuation excludes Income Streams and SMSF Advice |
2011-07-26 - 2016-04-08 | SUNCORP FINANCIAL SERVICES PTY LTD |
| Licence Name | ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD |
| Licence Number | 000258853 |
| Licence ABN | 25107671563 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GARY IAN WALKER | Anne Street Partners Financial Services Pty Ltd | Current | 2018-08-01 |
| BRENDAN FLETCHER GOW | Anne Street Partners Financial Services Pty Ltd | Current | 2018-06-25 |
| ANDREW LAI | Anne Street Partners Financial Services Pty Ltd | Current | 2018-04-11 |
| TERRY ROGER CAVE | Anne Street Partners Financial Services Pty Ltd | Current | 2018-02-27 |
| ASHLEY SHARPE | Anne Street Partners Financial Services Pty Ltd | Ceased | 2017-09-28 |
| TRENT ASHLEY BELL | Anne Street Partners Financial Services Pty Ltd | Current | 2017-09-06 |
| ISABELLE ROSE DIXON | Anne Street Partners Financial Services Pty Ltd | Current | 2017-09-06 |
| SHABHINA PARAMANATHAN | Anne Street Partners Financial Services Pty Ltd | Current | 2016-12-02 |
| TRAVIS FRANCIS STANLEY | Anne Street Partners Financial Services Pty Ltd | Current | 2016-11-17 |
| ANGUS CARSON DOWLING | Anne Street Partners Financial Services Pty Ltd | Current | 2016-07-26 |
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| 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.