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SPLewis & Associates

Address: Unit 6, 63 Donald St, Nelson Bay, NSW, 2315
Phone number: (02) 4984....
Mobile number: 0417 30....
Fax number: (02) 4913....
Email: Click to view
Trading/Opening hours:
Mon: 9:00am - 6:00pm Tue: 9:00am - 6:00pm Wed: 9:00am - 6:00pm
Thu: 9:00am - 6:00pm Fri: 9:00am - 6:00pm Sat: ---
Sun: --- Public Hols: ---  


SPLewis & Associates Planning advisers work with a range of clients - from individuals starting out their careers, families seeking to build and protect wealth for today and for the future, to business owners, companies and superannuation trustees.

By taking the time to understand clients' specific goals and objectives, SPLewis & Associates Financial Planning advisers are well placed to create a financial plan that helps clients understand options and strategies to achieve their goals while growing, managing and protecting their wealth.

Our Licensee, MLC Financial Planning is a principal member of the Financial Planning Association, the professional body representing qualified financial planners in Australia, and therefore adhere to set standards in terms of ethics, conduct, and continuing professional development.

MLC Financial Planning is a trading name for GWM Adviser Services Limited (ABN 96 002 071 749), an Australian Financial Services Licensee and member of the National Australia Group of companies since 2000.

This association provides MLC Financial Planning advisers access to specialist research and technical resources, which means clients benefit from the latest research, opportunities and legislative changes, as well as comprehensive financial advice strategies.

MLC Financial Planning is recognised as one of Australia's leading financial advice networks, with over 450 experienced advisers across Australia managing over $10 billion of investments.

MLC Financial Planning/Garvan was recently awarded Major Financial Advice Group of the year. Presented by Independent Financial Adviser magazine, the award is the result of 600 'mystery shopper' experiences of financial planning practices across Australia. It is an endorsement for how MLCFP advisers work with clients to understanding needs and providing quality financial advice.

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