ALAN EDWARD LEWIS

Licensee: ALAN EDWARD LEWIS

ALAN EDWARD LEWIS (Adviser# 001264974) 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 March 10, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name ALAN EDWARD LEWIS
Adviser Number 001264974
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 89985853515
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000489226
ALAN EDWARD LEWIS
Adviser Start Date 2017-03-10
Appointing Representative Name ALAN EDWARD LEWIS
Appointing Representative Number 000489226
Memberships Institute of Public Accountants (IPA)

Authorisations to provide financial product advice

  • ALAN EDWARD LEWIS
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Mentor Education
SMSF Adviser (Personal Advice) Mentor Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000489226 ALAN EDWARD LEWIS 2017-03-10 - ALAN EDWARD LEWIS

Licensee Information

Licence Name ALAN EDWARD LEWIS
Licence Number 000489226

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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.