Data sourced from ASIC Financial Advisers Register
Financial Adviser · UNLEY, SA

Raimon Lewandowski

22 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000274798

Raimon Lewandowski is a financial adviser based in Unley, South Australia, with 22 years of experience in the financial services industry. Raimon is currently authorised under Akumin Financial Planning Pty Limited. Raimon 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 Commerce from University of Adelaide.

Authorised to Advise On

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

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

1999
Bachelor of Commerce
University of Adelaide
2003
Graduate Diploma of Applied Finance and Investment
Securities Institute
2004
Diploma of Financial Services (Financial Planning)
AMP Limited
2005
Advanced Diploma of Financial Services (Financial Planning)
AMP Limited
2011
Professional Certificate in Self Managed Superannuation Funds
University of Adelaide
2013
Diploma of Management
Leadership Management Australia Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Apr 2004 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register