Gerard Lewis Financial Planner Report
Disciplinary action:
No action
Most Recent Role:
2014-11-26 onwards
Name:
Number:
000409361
ABN:
89 125 557 002
Controlled By:
Name:
Merit Wealth Pty Ltd
Licence Number:
000409361
ABN:
89 125 557 002
May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation
University of Western Sydney
Bachelor of Business and Commerce (Accounting)
Mentor Education
Diploma of Financial Planning
Kaplan
Self Managed Superannuation Funds