Lewis Cleve Waters – Financial Adviser

Adviser identifying number: 241035
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: ARK TOTAL WEALTH PTY LTD
Licence number: 239445
Licensee’s ABN: 54052854565
Licence controlled by: BSI Wealth Services

The date the Financial Adviser commenced the appointment: 01/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ARK TOTAL WEALTH PTY LTD
Authorised Representative identifying number: 239445
Authorised Representative’s ABN: 54052854565

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

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Financial Planning Specialist – Institute of Chartered Accountants
  • Self Managed Super Fund Specialist – Kaplan

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Lewis Cleve Waters 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
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility