Financial Adviser
· ROBINA, QLD
Matthew Lewis
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008494
Matthew Lewis is a financial adviser based in Robina, Queensland, with 19 years of experience in the financial services industry since 2007. Matthew is currently authorised under Sgn Financial, operating through Right Advice Wealth Management. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a Bachelor of Business from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Business
Griffith University
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan
2011
Self Managed Super Funds
Kaplan
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Accredited Listed Product Adviser Program
Kaplan Professional
Registration History
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register