SIMON JOHN LEWIS (Adviser# 000337513) 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 May 12, 2017.
| Register Name | Financial Advisers |
| Adviser Name | SIMON JOHN LEWIS |
| Adviser Number | 000337513 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000297276 PARAGEM PTY LIMITED |
| Licence ABN | 16108571875 |
| Licence Controlled By | HUB24 LIMITED |
| Adviser Start Date | 2017-05-12 |
| Appointing Representative Name | PARAGEM PTY LIMITED |
| Appointing Representative Number | 000297276 |
| Appointing Representative ABN | 16108571875 |
| Memberships |
CFP - Certified Financial Planner (FPA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Melbourne |
| Graduate Diploma in Financial Planning | Securities Institute |
| Graduate Diploma of Applied Finance and Investment | Securities Institute |
| Margin Lending and Geared Investments | Kaplan Professional Education |
| Self Managed Superannuation Funds | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000297276 |
PARAGEM PTY LIMITED
Licence controlled by: HUB24 LIMITED |
2017-05-12 - | PARAGEM PTY LIMITED |
| 000232705 |
HILLROSS FINANCIAL SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2009-05-20 - 2017-04-17 | HILLROSS FINANCIAL SERVICES LIMITED |
| Licence Name | PARAGEM PTY LIMITED |
| Licence Number | 000297276 |
| Licence ABN | 16108571875 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MATHEW STINTON | Paragem Pty Limited | Current | 2018-02-12 |
| MATHEW JAMES ASHTON | Paragem Pty Limited | Current | 2018-02-01 |
| KAYE TAING | Paragem Pty Limited | Current | 2017-12-01 |
| BENJAMIN JAMES NORVAL | Paragem Pty Limited | Current | 2017-11-03 |
| HELEN MY DUYEN CHAU NGUYEN | Paragem Pty Limited | Ceased | 2017-11-01 |
| BRENTON WILLIAM MARRIS | Paragem Pty Limited | Current | 2017-10-16 |
| SANDRA JOE | Paragem Pty Limited | Current | 2017-10-16 |
| AMANDA HUI JUNE TANG | Paragem Pty Limited | Current | 2017-09-08 |
| DARREN RICHARD TANNER | Paragem Pty Limited | Current | 2017-09-01 |
| DEBORAH HUDSON | Paragem Pty Limited | Current | 2017-05-05 |
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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.