Financial Adviser
· SYDNEY, NSW
Christine Britt-lewis
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000230645
Christine Britt-lewis is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry. Christine is currently authorised under Pooledfunds Pty Ltd. Christine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from FPA. Christine is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1998
Graduate Certificate in Management
AGSM
2000
Graduate Diploma in Management
AGSM
2004
Diploma of Financial Planning
FPA
2006
Certified Financial Planner
FPA
2012
AEPS Accredited Estate Planning Strategist
FPA
2013
SMSF Specialist Advisor (SSA) Accrediation
SMSF Association
2020
Ethics + Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
The Authorised Representative is not allowed to provide advice on buying or selling particular shares. If a client makes a request to buy or sell shares, or for particular shares to be included in a portfolio, the Authorised Representative may organise the transaction only. A Client Direction Authority No Advice form must be completed. The Authorised Representative is permitted to recommend to the client, as part of an overall strategy, to dispose of shares for the purposes of portfolio diversification only.
Source: ASIC Financial Advisers Register