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Financial Advisers: DAVID ROBERT LEWIS Information

This is the detailed information about DAVID ROBERT LEWIS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000227597, the year the Financial Adviser first provided advice is 1986 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:10.

Financial Adviser Number: 000227597
Financial Adviser Name: DAVID ROBERT LEWIS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1986
  1. Financial Adviser Status: Current
    Name of the licence holder: PROFESSIONAL FINANCIAL SOLUTIONS PTY LTD
    Licence Number: 000283650
    Licence ABN: 84096646178
    The date the Financial Adviser commenced the appointment: 2018-12-18
    Authorised Representative Name: PROFESSIONAL FINANCIAL SOLUTIONS PTY LTD
    Authorised Representative Number: 000283650
    Rep Appointed ABN: 84096646178
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Technology - Brunel University ~ Fellow of the Actuaries Institute - Actuaries Institute ~ Graduate Diploma in Financial Planning - Securities Institute
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Actuaries Institute ~ Financial Planning Association of Australia (FPA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: NORTHBRIDGE FINANCIAL CONSULTING PTY LTD
    Licence Number: 000238851
    Licence ABN: 80105149059
    The date the Financial Adviser commenced the appointment: 2004-02-11
    The date the Financial Adviser ceased the appointment: 2018-03-14
    Authorised Representative Name: NORTHBRIDGE FINANCIAL CONSULTING PTY LTD
    Authorised Representative Number: 000238851
    Rep Appointed ABN: 80105149059
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Technology - Brunel University ~ Fellow of the Actuaries Institute - Actuaries Institute ~ Graduate Diploma in Financial Planning - Securities Institute
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Actuaries Institute ~ Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: CLEARVIEW FINANCIAL ADVICE PTY LTD
    Licence Number: 000331367
    Licence ABN: 89133593012
    The company(ies) or people who control the licensee's business: CLEARVIEW WEALTH LIMITED
    The date the Financial Adviser commenced the appointment: 2009-04-10
    The date the Financial Adviser ceased the appointment: 2010-10-31
    Authorised Representative Name: DAVID ROBERT LEWIS
    Authorised Representative Number: 000227597
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Technology - Brunel University ~ Fellow of the Actuaries Institute - Actuaries Institute ~ Graduate Diploma in Financial Planning - Securities Institute
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Actuaries Institute ~ Financial Planning Association of Australia (FPA)

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.