Lewis William Clelland – Financial Adviser

Adviser identifying number: 426392
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 15/08/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CORSO PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 425838
Authorised Representative’s ABN: 85158520819

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 (FP) – International Institute of Technology

Relevant memberships of professional bodies or industry associations:

Lewis William Clelland is authorised to provide advices on following 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