Grant Lewis
Financial Adviser
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About
Grant Lewis is an ASIC-registered financial adviser based in Albury, NSW, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a Bachelor of Business (Accounting) from Charles Sturt University and a Diploma of Financial Services from Deakin University, Grant combines academic knowledge with practical experience. He further cemented his expertise by becoming a Certified Financial Planner (CFP) with the FPA in 2009 and an SMSF Specialist Advisor (SSA) with the SMSF Association in 2012. Grant's qualifications and ongoing professional development, including studies in Margin Lending and Geared Investments and Ethics and Professionalism in Financial Advice, ensure he provides well-informed and ethical guidance. As a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, he is committed to upholding the highest standards in the industry. Authorised to advise on a comprehensive range of financial products, Grant can assist with superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Grant today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Grant Lewis offer?
Grant Lewis provides advice on superannuation, retirement planning, wealth management, and various insurance products. He is also a specialist in SMSFs.
What are Grant Lewis's qualifications?
Grant holds a Bachelor of Business (Accounting), a Diploma of Financial Services, is a Certified Financial Planner (CFP), and an SMSF Specialist Advisor (SSA).
What is the process of working with Grant Lewis?
The process typically begins with an initial consultation to understand your financial goals and current situation. Grant will then develop a tailored financial plan, implement the plan, and provide ongoing reviews to ensure it continues to meet your needs.
What can I expect from my first meeting with Grant Lewis?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Grant will explain his services and how he can help you achieve your objectives.
Is Grant Lewis registered and licensed to provide financial advice in Australia?
Yes, Grant is an ASIC-registered financial adviser, ensuring he meets the necessary regulatory requirements and standards.
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