ADAM CHARLES LEWIS


Licensee: AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD

ADAM CHARLES LEWIS (Adviser# 000263377) 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 June 19, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name ADAM CHARLES LEWIS
Adviser Number 000263377
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000389206
AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
Licence ABN 26088464939
Adviser Start Date 2018-06-19
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

Authorisations to provide financial product advice

  • ADAM CHARLES LEWIS
  • ·
  • Life Product Life Risk Insurance

Qualifications and training history

Qualification / Degree Institute / School
DFP parts 1 and 2 Mentor Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000389206 AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD 2018-06-19 - THE TRUSTEE FOR ADAM LEWIS FAMILY TRUST AND THE TRUSTEE FOR THE LEWIS FAMILY TRUST
000389206 AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD 2018-01-29 - 2018-02-13 THE TRUSTEE FOR ADAM LEWIS FAMILY TRUST & THE TRUSTEE FOR THE LEWIS FAMILY TRUST

Licensee Information

Licence Name AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
Licence Number 000389206
Licence ABN 26088464939

Financial advisers with the same licensee

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
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
PAUL MAXWELL LEWIS Australian Mortgage and Financial Advisers Pty Ltd Current 2018-02-13
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

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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.