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