Financial Adviser · MELBOURNE, VIC

Ivy Lew

8 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001268360

Ivy Lew is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Ivy is currently authorised under Akambo Pty Ltd. Ivy holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting) / Bachelor of Information Systems from Swinburne University of Technology. Ivy is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Deposit and Payment Products, Derivatives, Government Debentures, Stocks or Bonds, Life Products, Managed Investment Schemes, Retirement Savings Account Products, Securities, Margin Lending Facility

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor of Business (Accounting) / Bachelor of Information Systems

Swinburne University of Technology

2007

HBC331 taxation Issues and Planning

Swinburne University of Technology

2007

HBL111 Law in Global Business

Swinburne University of Technology

2012

Chartered Accountant Program

CA ANZ

2012

Graduate Diploma of Chartered Accounting

CA ANZ

2018

RG 146 Superannuation / SMSF

Integrity Education Group

2020

FPC002B Ethics and Professionalism in Financial Planning

Ethics - Kaplan

2024

FPC001B Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan

Registration History

Akambo Pty Ltd

Oct 2022 - Present Current

Deposit and Payment Products, Derivatives, Government Debentures, Stocks or Bonds, Life Products, Managed Investment Schemes, Retirement Savings Account Products, Securities, Margin Lending Facility

KENNEDY KING PTY LTD

Nov 2018 - Jul 2020 Ceased

Mutual Trust Pty Ltd

Oct 2018 - Oct 2018 Ceased

Source: ASIC Financial Advisers Register