Stephen Lewis
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Stephen Lewis is an ASIC-registered financial adviser based in Griffith, NSW, dedicated to helping clients achieve their financial goals with personalized and strategic advice. Stephen holds a Certificate in Applied Self Managed Super Fund Advice from Tower Trust (2004) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education (2005), demonstrating a commitment to ongoing professional development. He is also a member of the Association of Independently Owned Financial Professionals (AIOFP). Stephen is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in creating tailored strategies to help you grow and protect your wealth. Key services include: • Superannuation Advice • Insurance Solutions (Investment Life Insurance & Life Risk Insurance) • Wealth Management • Retirement Planning • Investment advice (Securities & Government Debt Securities) • Retirement Savings Accounts Whether you are planning for retirement, seeking to optimize your superannuation, or require assistance with insurance or investment strategies, Stephen can provide the expert guidance you need. Contact Stephen today to schedule a consultation and take the first step towards securing your financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Stephen Lewis offer?
Stephen Lewis provides advice on superannuation, insurance (Investment Life Insurance & Life Risk Insurance), wealth management, retirement planning, investment strategies (Securities & Government Debt Securities) and Retirement Savings Accounts.
What are Stephen Lewis's qualifications?
Stephen Lewis holds a Certificate in Applied Self Managed Super Fund Advice from Tower Trust (2004) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education (2005).
What is the first step in working with Stephen Lewis?
The first step is to schedule a consultation. This allows Stephen to understand your financial situation, goals, and risk tolerance. He can then develop a personalized financial plan tailored to your needs.
How can Stephen Lewis help me with my retirement planning?
Stephen can help you develop a comprehensive retirement plan that considers your income needs, investment strategies, and superannuation options. He will work with you to ensure you have a comfortable and secure retirement.
Is Stephen Lewis an independent financial advisor?
As a member of the Association of Independently Owned Financial Professionals (AIOFP), Stephen is committed to providing unbiased advice that is in your best interests.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.