Gerard Lewis Financial Planner Report

Name:
Gerard John Lewis

Rep Number:
000469366

Status:
Current

First Advice:
2014

Disciplinary action:
No action

Most Recent Role:
2014-11-26 onwards
Licensee
Name:
Merit Wealth Pty Ltd

Number:
000409361

ABN:
89 125 557 002

Controlled By:
Easton Investments Limited
Appointed 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
Qualifications
University of Western Sydney
Bachelor of Business and Commerce (Accounting)
Mentor Education
Diploma of Financial Planning
Kaplan
Self Managed Superannuation Funds

Financial Planner Report ™ - Qpzm - Twit Solutions Pty LTD 2015 - Privacy Policy - Terms of Use

The information provided on Financial Planner Report is not legal or professional advice and is provided for general information purposes only. The information on this site is based on public information that has been obtained from ASIC via the data.gov.au initiative and licenced under Creative Commons Attribution 3.0 Australia http://creativecommons.org/licenses/by/3.0/au/. Neither ASIC nor the Commonwealth nor this website guarantee that the information available through this service (including search results) is accurate, up to date, complete or accept any liability arising from the use of or reliance upon this site. Last updated 2016-02-04.