GRANT LLOYD RICHARD LEWIS


Licensee: JOHNSONS MME FINANCIAL ADVISORY PTY LTD

GRANT LLOYD RICHARD LEWIS (Adviser# 000286797) 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 1, 2010.

Adviser Overview

Register Name Financial Advisers
Adviser Name GRANT LLOYD RICHARD LEWIS
Adviser Number 000286797
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000353848
JOHNSONS MME FINANCIAL ADVISORY PTY LTD
Licence ABN 30141828033
Adviser Start Date 2010-07-01
Appointing Representative Name JOHNSONS MME FINANCIAL ADVISORY PTY LTD
Appointing Representative Number 000353848
Appointing Representative ABN 30141828033
Memberships Financial Planning Association of Australia (FPA)
SMSF Association

Authorisations to provide financial product advice

  • GRANT LLOYD RICHARD LEWIS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Foreign Exchange
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Accounting) Charles Sturt University
Certified Financial Planner FPA
Diploma of Financial Services Deakin University
Graduate Diploma Financial Planning FINSIA
SMSF Specialist Advisor SMSF Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000353848 JOHNSONS MME FINANCIAL ADVISORY PTY LTD 2010-07-01 - JOHNSONS MME FINANCIAL ADVISORY PTY LTD
000227232 COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2008-11-27 - 2010-06-30 GRANT LLOYD RICHARD LEWIS
000238429 RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2005-04-04 - 2008-08-05 GRANT LLOYD RICHARD LEWIS

Licensee Information

Licence Name JOHNSONS MME FINANCIAL ADVISORY PTY LTD
Licence Number 000353848
Licence ABN 30141828033

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PAUL ATKIN Johnsons Mme Financial Advisory Pty Ltd Current 2018-01-15
MICHELLE ELIZABETH PENN Johnsons Mme Financial Advisory Pty Ltd Current 2017-07-03
LUKE ALEXANDER FITRIDGE Johnsons Mme Financial Advisory Pty Ltd Ceased 2016-07-04
DANIEL SALMON Johnsons Mme Financial Advisory Pty Ltd Current 2013-06-21
CAMERON DIFFEY Johnsons Mme Financial Advisory Pty Ltd Current 2010-07-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PAUL ATKIN Johnsons Mme Financial Advisory Pty Ltd Current 2018-01-15
MICHELLE ELIZABETH PENN Johnsons Mme Financial Advisory Pty Ltd Current 2017-07-03
LUKE ALEXANDER FITRIDGE Johnsons Mme Financial Advisory Pty Ltd Ceased 2016-07-04
DANIEL SALMON Johnsons Mme Financial Advisory Pty Ltd Current 2013-06-21
CAMERON DIFFEY Johnsons Mme Financial Advisory Pty Ltd Current 2010-07-01

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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.