Grant Lloyd Richard Lewis – Financial Adviser
Adviser identifying number: 286797
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005
Name of the licence holder: RI ADVICE GROUP PTY LTD
Licence number: 238429
Licensee’s ABN: 23001774125
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
The date the Financial Adviser commenced the appointment: 04/04/2005
The date the Financial Adviser ceased the appointment: 05/08/2008
Name of the Authorised Representative: GRANT LLOYD RICHARD LEWIS
Authorised Representative identifying number: 000286797
Authorised Representative’s ABN:
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:
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Relevant qualifications and training:
- Bachelor of Business (Accounting) – Charles Sturt University
- Certified Financial Planner – FPA
- Diploma of Financial Services – Deakin University
- Graduate Diploma Financial Planning – FINSIA
- SMSF Specialist Advisor – SMSF Association
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Grant Lloyd Richard Lewis is authorised to provide advices on following products: