Peter Lewis Financial Adviser
- Financial Adviser
- Authorised Representative
Peter is an accomplished financial adviser.
He has spent the last 24 years focussed on managing client relationships as a cornerstone to driving their financial success. He has been able to leverage his extensive knowledge of the finance and wealth management industry to build a successful, compliant and rewarding career.
Skilled in the management and growth of client relationships whilst writing compliant client business, utilising both direct and indirect investments, with a focus on their wealth creation needs and objectives.
Qualifications
- Bachelor of Economics
- Diploma of Financial Planning
Memberships /Associations
- Accredited as a Certified Financial Planner (CFP®) by the Financial Advice Association Australia (FAAA)
- Member of the Financial Advice Association Australia (FAAA)
- Member of Chartered Accountants in Australia and New Zealand (CA)
- Accredited as a Financial Planning Specialist by CA
- Member of Boutique Financial Planning Principals Association
- Financial Adviser
- Authorised Representative
Peter is an accomplished financial adviser.
He has spent the last 24 years focussed on managing client relationships as a cornerstone to driving their financial success. He has been able to leverage his extensive knowledge of the finance and wealth management industry to build a successful, compliant and rewarding career.
Skilled in the management and growth of client relationships whilst writing compliant client business, utilising both direct and indirect investments, with a focus on their wealth creation needs and objectives.