Simon 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
Simon Lewis is an ASIC-registered financial adviser based in Ivanhoe East, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong academic foundation, holding a Bachelor of Commerce from the University of Melbourne and Graduate Diplomas in Applied Finance and Investment and Financial Planning from the Securities Institute, Simon combines his extensive knowledge with practical experience. Simon's commitment to excellence is further demonstrated by his professional memberships as a CFP (Certified Financial Planner) with the FPA and a member of the Financial Advice Association of Australia (FAAA). He continually updates his skills and knowledge, as evidenced by his certifications in Margin Lending and Geared Investments, Self Managed Superannuation Funds, and Ethics & Professionalism in Financial Advice, all from Kaplan Professional. Authorised to provide advice on a comprehensive range of financial products, Simon can assist you with: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or require guidance on insurance and superannuation, Simon provides personalised strategies to suit your unique circumstances. Take the first step towards securing your financial future. Contact Simon Lewis today to arrange a consultation and discover how he can help you achieve your financial aspirations.
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 Simon Lewis offer?
Simon Lewis provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He offers comprehensive financial planning services tailored to your individual needs.
What are Simon Lewis's qualifications and professional memberships?
Simon holds a Bachelor of Commerce, Graduate Diplomas in Applied Finance and Investment and Financial Planning, and certifications in Margin Lending and Geared Investments, Self Managed Superannuation Funds, and Ethics & Professionalism in Financial Advice. He is a CFP (Certified Financial Planner) with the FPA and a member of the Financial Advice Association of Australia (FAAA).
How does Simon Lewis approach financial planning?
Simon focuses on understanding your unique financial situation, goals, and risk tolerance. He then develops a personalised financial plan to help you achieve your objectives, providing ongoing support and adjustments as needed.
What can I expect during my first consultation with Simon Lewis?
During your initial consultation, Simon will discuss your financial goals, current situation, and any concerns you may have. This meeting helps him understand your needs and determine how he can best assist you. It’s an opportunity for you to ask questions and learn more about his services.
How can Simon Lewis help with my retirement planning?
Simon can provide expert advice on superannuation, retirement savings accounts, and other investment options to help you build a comfortable retirement nest egg. He will assess your current financial situation, estimate your future needs, and develop a retirement plan tailored to your specific circumstances.
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.