Financial Adviser
· NEWSTEAD, QLD
Lewis William Clelland
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000426392
Lewis William Clelland is a financial adviser based in Newstead, Queensland, with 14 years of experience in the financial services industry. Lewis is currently authorised under Strategic Asset Advisory Pty Ltd. Lewis 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 Bachelor of Business (International Business) from QUT. Lewis 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Business (International Business)
QUT
2012
Diploma of Financial Services (FP)
International Institute of Technology
2018
Advanced Diploma Financial Planning
Kaplan Professional
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register