Financial Adviser
· NORTH PERTH, WA
Laura Jane Lewis
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008655
Laura Jane Lewis is a financial adviser based in North Perth, Western Australia, with 12 years of experience in the financial services industry. Laura is currently authorised under Momentum Planning Pty Ltd. Laura 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 Commerce from University of WA. Laura 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Commerce
University of WA
2013
Financial Planning
Kaplan
2014
Securities, Managed Investments and Margin Lending
Kaplan
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan