David Robert Lewis – Financial Adviser

Adviser identifying number: 227597
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: NORTHBRIDGE FINANCIAL CONSULTING PTY LTD
Licence number: 238851
Licensee’s ABN: 80105149059
Licence controlled by:

The date the Financial Adviser commenced the appointment: 11/02/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NORTHBRIDGE FINANCIAL CONSULTING PTY LTD
Authorised Representative identifying number: 238851
Authorised Representative’s ABN: 80105149059

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:

  • Batchelor of Technology Honours – Brunel University
  • Fellow of the Actuaries Institute – Actuaries Institute
  • Graduate Diploma in Financial Planning – Securities Institute

Relevant memberships of professional bodies or industry associations:

  • Actuaries Institute
  • Financial Planning Association of Australia (FPA)

David Robert Lewis is authorised to provide advices on following products:

  • Life Products / Life Risk Insurance Products
  • Superannuation