MenuRaimon Lewandowski CFP®
About Me
Raimon has a Bachelor of Commerce from the University of Adelaide and a Graduate Diploma in Applied Finance and investment from the Financial Services Institute of Australasia. Raimon has been in the financial services industry since 2002 specialising in strategies for pre-retirees (55+) and tax effective wealth creation. Raimon also specialises in SMSF (Self Managed Super Funds) including strategy and structure for buisness owners. Raimon is a CFP.
Areas of Focus
- Aged care
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 21 Years -
Licensed By Amp Financial Planning Pty Limited
