Mark Warren Lewis – Financial Adviser
Adviser identifying number: 1003603
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986
Name of the licence holder: FINANCIAL SOLUTIONS AUSTRALASIA PTY LTD
Licence number: 244308
Licensee’s ABN: 36008939599
Licence controlled by: AUSTRALIAN CENTRAL CREDIT UNION LTD
The date the Financial Adviser commenced the appointment: 01/04/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL SOLUTIONS AUSTRALASIA PTY LTD
Authorised Representative identifying number: 244308
Authorised Representative’s ABN: 36008939599
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:
- CFP – Financial Planning Association
- Diploma of Financial Planning – Deakin University
- Margin Lending Accreditation Program – Financial Essentials Pty Ltd
- SMSF Strategies Intensive Borrowing Course – SMSF Training
Relevant memberships of professional bodies or industry associations:
Mark Warren Lewis is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- 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
- Margin Lending Facility / Standard Margin Lending Facility
- All Securities