Lewis Vassos
Financial Adviser
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About
Lewis Vassos is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals through tailored advice and strategic planning. With a Graduate Diploma of Applied Finance from the Securities Institute of Australia (1989) and further qualifications including Superannuation from RMIT Uni (2007), Acc Derivatives Adviser Level 1 from the ASX (2008), Margin Lending Accreditation from Deakin Prime (2010), a Professional Diploma in Stockbroking from Deakin Prime (2010), and a Professional Standards Accreditation Program from Deakin Prime (2010), Lewis brings a wealth of knowledge and experience to his practice. He is a member of the Stockbrokers and Investment Advisers Association (SIAA), reflecting his commitment to upholding the highest professional standards. Lewis is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and derivatives. His expertise allows him to offer comprehensive solutions to meet diverse financial needs. • Superannuation advice and planning • Wealth creation and management strategies • Investment in securities and derivatives • Portfolio construction and management • Risk management and insurance solutions Ready to take control of your financial future? Contact Lewis Vassos today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Lewis Vassos offer?
Lewis Vassos specialises in providing advice on superannuation, wealth management, securities, and derivatives. He can help you with everything from retirement planning to investment strategies.
What qualifications does Lewis Vassos have?
Lewis holds a Graduate Diploma of Applied Finance from the Securities Institute of Australia, qualifications in Superannuation from RMIT Uni, Acc Derivatives Adviser Level 1 from the ASX, Margin Lending Accreditation and a Professional Diploma in Stockbroking and Professional Standards Accreditation Program from Deakin Prime. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA).
What is the process for becoming a client of Lewis Vassos?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Lewis will then develop a tailored financial plan to help you achieve your objectives. Regular reviews will be conducted to ensure your plan remains aligned with your needs.
What can I expect when working with Lewis Vassos?
You can expect personalized attention, clear communication, and a commitment to helping you achieve your financial goals. Lewis will work closely with you to understand your unique circumstances and provide advice that is in your best interests.
Does Lewis Vassos provide advice on self-managed super funds (SMSFs)?
Yes, Lewis Vassos can provide advice on superannuation, which includes guidance on SMSFs, helping you navigate the complexities and regulations surrounding self-managed superannuation.
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