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:
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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