Simon John Lewis – Financial Adviser

Adviser identifying number: 337513
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: HILLROSS FINANCIAL SERVICES LIMITED
Licence number: 232705
Licensee’s ABN: 77003323055
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 20/05/2009
The date the Financial Adviser ceased the appointment: 17/04/2017
Name of the Authorised Representative: HILLROSS FINANCIAL SERVICES LIMITED
Authorised Representative identifying number: 000232705
Authorised Representative’s ABN: 77003323055

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Commerce – University of Melbourne
• Graduate Diploma in Financial Planning – Securities Institute
• Graduate Diploma of Applied Finance and Investment – Securities Institute
• Margin Lending and Geared Investments – Kaplan Professional Education
• Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

• CFP – Certified Financial Planner (FPA)
• Financial Planning Association of Australia (FPA)

Simon John Lewis is authorised to provide advices on following products: