Lewis Financial Management
 

We love to make a difference for our clients.  

 

Lewis Financial Management was established in 2005 with the goal to deliver long term value to our clients by providing honest, transparent and reliable advice.

 

We strive to provide peace of mind and pride ourselves on the long term relationships we build with our clients.

 

As a CPA Business specialising in Financial Planning and Taxation, we have the skills and experience to provide a completion financial solution to help you achieve your goals. 

Our Team
Andrew Lewis, Principal

andrew@lewfin.com.au | Phone: (02) 9817 2266

Dharsh Williams, Client Services 

dharsh@lewfin.com.au | Phone (02) 9817 2266

Andrew holds a Bachelor of Commerce from Newcastle University. He is a Certified Practicing Accountant, Registered Tax Agent and holds the CPA's Financial Planning Specialist designation.

 

He has also completed the Diploma of Financial Planning with Deakin University.

 

Andrew has over 25 years experience as an accountant and over 20 years as a financial planner.

 

Andrew specializes in the complex area of Superannuation & Retirement planning. He is also well qualified to provide advice on Wealth Accumulation Strategies, including Tax Planning and Personal Risk Insurances.

 

Andrew is an Authorised Representative (number 291879) of Futuro Financial Services (AFSL 238478).

Dharsh joined Lewis Financial Management in 2016 to support the client advice process, interact with clients, co-ordinates client meetings and looks after all of the important back office functions necessary to provide great service to our clients.  Dharsh is the first friendly voice you hear on the phone.

Need more details? Contact us

We are here to assist. Contact us by phone or email.

Tel:  (02) 9817 2266

andrew@lewfin.com.au

 

 

Lewis Financial Management ABN 78 998 114 722 is a Corporate Authorised Representative (No. 331704) of Futuro Financial Services Pty Ltd (AFSL 238 478) ABN 30 085 870 015.

© 2016 by Lewis Financial Management

DISCLAIMER

 

This website provides general information only and does not take into account your individual objectives, financial situation or needs. You should assess whether the information is appropriate for you and consider talking with a financial adviser before making an investment decision. Information on this website is believed to be accurate however we do not provide any warranty of accuracy or reliability or accept any liability to any person who relies on it.

 

This site may contain information of, or links to, other parties and their opinions are not necessarily those of Lewis Financial Management or Andrew Lewis. The presence of any link or information of other parties should not be construed as an endorsement of those parties or the accuracy of their information.