Karen Mai Lewis – Financial Adviser
Adviser identifying number: 1003531
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: ZENITH REPRESENTATIVES PTY LTD
Licence number: 479263
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ZENITH REPRESENTATIVES PTY LTD
Authorised Representative identifying number: 479263
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:
Relevant qualifications and training:
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Bachelor of Arts – The University of Queensland
- Diploma of Education (Early Childhood) – Queensland University of Technology
- Foundation DFP – Financial Planning Association of Australia
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Karen Mai 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
- Retirement Savings Account Products
- Superannuation