PAUL MAXWELL LEWIS (Adviser# 000262180) 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 13, 2018.
| Register Name | Financial Advisers |
| Adviser Name | PAUL MAXWELL LEWIS |
| Adviser Number | 000262180 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1994 |
| Financial Service (AFS) Licence |
Licence# 000389206 AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD |
| Licence ABN | 26088464939 |
| Adviser Start Date | 2018-02-13 |
| Appointing Representative Name | THE TRUSTEE FOR ADAM LEWIS FAMILY TRUST AND THE TRUSTEE FOR THE LEWIS FAMILY TRUST |
| Appointing Representative Number | 000430967 |
| Appointing Representative ABN | 26634902398 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Entry Level Competencies for Financial Services Professionals | Integratec |
| Risk Management | Integratec |
| Superannuation & Retirement Planning | Integra Tec Pty Limited |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000389206 | AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD | 2018-02-13 - | THE TRUSTEE FOR ADAM LEWIS FAMILY TRUST AND THE TRUSTEE FOR THE LEWIS FAMILY TRUST |
| 000389206 | AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD | 2016-04-01 - 2018-02-12 | AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD |
| 000357306 |
FORTNUM PRIVATE WEALTH LTD
Licence controlled by: FORTNUM PRIVATE WEALTH LTD Further restrictions: Superannuation - Insurance advice within Superannuation only. Not Authorised to provide Superannuation investment or SMSF advice. |
2011-06-08 - 2016-04-01 | FORTNUM PRIVATE WEALTH LTD |
| 000238429 |
RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2011-06-08 - 2013-01-21 |
| Licence Name | AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD |
| Licence Number | 000389206 |
| Licence ABN | 26088464939 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STEVIN CARVALHO | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-08-16 |
| CLEMENT EVEREST LOBO | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-07-23 |
| ROHITH JOHN D SOUZA | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-07-23 |
| HARIWANSH CHAWLA | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-06-29 |
| DANIELLE COVENTRY | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-06-20 |
| ADAM CHARLES LEWIS | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-06-19 |
| SAMUEL RODERICK BEST | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-06-19 |
| MARYBETH ADA BANKS | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-06-19 |
| JOSEPH THOMAS PANTHRADIL | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-02-07 |
| SAMUEL RYAN CAMMAN | Australian Mortgage and Financial Advisers Pty Ltd | Ceased | 2017-10-23 |
Please comment or provide details below to improve the information on .
| 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.