William Lewis Financial Planner Report

Name:
William Peter Lewis

Rep Number:
001005184

Status:
Current

First Advice:
1988

Disciplinary action:
No action

Most Recent Role:
2004-03-01 onwards

Licensee
Name:

Number:
000237504

ABN:
41 002 574 923

Controlled By:

Appointed By
Name:
Macquarie Equities Limited

Licence Number:
000237504

ABN:
41 002 574 923

May advise on following product areas:
Non-basic Deposit Products
Derivatives
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
Flinders University of South Australia
Bachelor of Economics
Financial Planning Association of Australia
Certified Financial Planner
FIIG
Fixed Income Course

Memberships
Financial Planning Association of Australia (FPA)