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