Ian Ronald Lewis – Financial Adviser

Adviser identifying number: 263316
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: FOUR POINTS FINANCIAL SERVICES PTY LTD
Licence number: 311396
Licensee’s ABN: 29122428139
Licence controlled by: DAVID MEEK ~ IAN LEWIS

The date the Financial Adviser commenced the appointment: 25/06/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FOUR POINTS FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 311396
Authorised Representative’s ABN: 29122428139

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: Diploma of Financial Services ( Financial Planning) – Financial Services Training & Assessment P/L

Relevant memberships of professional bodies or industry associations:

Ian Ronald Lewis is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Superannuation