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.
Andrew Lewis, Principal
email@example.com | Phone: (02) 9817 2266
Dharsh Williams, Client Services
firstname.lastname@example.org | 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.