About Me

I have worked in financial services since 2003. Prior to becoming a Financial Advisor, I worked for six years as a corporate accountant. I am a Certified Financial Planner® professional and a SMSF Specialist Advisor™. I hold a Master of Financial Planning, graduating with Distinction, a Bachelor of Commerce, a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning). I have extensive knowledge of superannuation, pre and post retirement planning, investment portfolio construction and wealth accumulation strategies. I am a member of the Financial Advice Association of Australia (FAAA) and the Self Managed Super Fund (SMSF) Association. About Lewis Financial Advisory Group: Lewis Financial has been providing professional financial advice since 1985. We are passionate about making a positive difference to the lives of our clients and their families and developing long-term personal relationships. Our purpose is to remove financial concerns from the lives of our clients.