Simon John Lewis – Financial Adviser

Adviser identifying number: 337513
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: PARAGEM PTY LIMITED
Licence number: 297276
Licensee’s ABN: 16108571875
Licence controlled by: HUB24 LIMITED

The date the Financial Adviser commenced the appointment: 12/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PARAGEM PTY LIMITED
Authorised Representative identifying number: 297276
Authorised Representative’s ABN: 16108571875

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:

• Bachelor of Commerce – University of Melbourne
• Graduate Diploma in Financial Planning – Securities Institute
• Graduate Diploma of Applied Finance and Investment – Securities Institute
• Margin Lending and Geared Investments – Kaplan Professional Education
• Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

• CFP – Certified Financial Planner (FPA)
• Financial Planning Association of Australia (FPA)

Simon John 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
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility