Financial Services Guide

This Financial Services Guide is to help you decide if you want to use any of the financial services we offer.

Our Financial Services Guide contains information about:

  • Lewis Financial Services Licence Pty Ltd, the company which authorises us to provide our services,
  • who we are,
  • our services and the process we follow to give you quality financial planning advice,
  • what to do if you’re unhappy with the services you get from us, and how to complain,
  • how we are paid, and
  • the relationships we have that could influence the advice we give you.

Financial Services Guide dated 1 October 2020