Yoav Mark Lewis – Financial Adviser

Adviser identifying number: 334434
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: ACCTPRO FINANCIAL SERVICES PTY LTD
Licence number: 423636
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 31/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCTPRO FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 423636
Authorised Representative’s ABN:

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 New South Wales
  • Certificate IV in Financial Services, Accredited Finance Broker – Kaplan
  • Diploma of Financial Services (Financial Planning) – Kaplan

Relevant memberships of professional bodies or industry associations:

Yoav Mark 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
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility