Financial Adviser · EIGHT MILE PLAINS, QLD

Kathleen Ann Lewis

16 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000381711

Kathleen Ann Lewis is a financial adviser based in Eight Mile Plains, Queensland, with 16 years of experience in the financial services industry. Kathleen is currently authorised under Charter Financial Planning Limited. Kathleen 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2010

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2012

SMSF Course

University of Adelaide

2018

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2023

Aged Care Course

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jul 2024 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Capstone Financial Planning Pty Ltd

Jul 2020 - Jul 2024 Ceased

This authorised representative is only authorised to give class of product advice in relation to Securities.

GWM ADVISER SERVICES PTY LTD

Sep 2010 - Jul 2020 Ceased

Source: ASIC Financial Advisers Register