Financial Adviser
· ADELAIDE, SA
William Peter Lewis
No disciplinary history on record with ASIC
38
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005184
William Peter Lewis is a financial adviser based in Adelaide, South Australia, with 38 years of experience in the financial services industry. William is currently authorised under Optimal AFSL Pty Ltd. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). William holds a Bachelor of Economics from Flinders University of South Australia.
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
1986
Bachelor of Economics
Flinders University of South Australia
Registration History
Superannuation - All excludes Self Managed Superannuation Funds (SMSF)
Source: ASIC Financial Advisers Register