Adviser
Profile – David Lewis
To be read in conjunction with our
Financial Services Guide
This profile is
part of your Financial Services Guide and should be read in
conjunction with this document.
|
Who is my
adviser? |
Your adviser
is David Lewis. His contact details are:
Northbridge
Financial Solutions Pty Ltd
Level 2
213-219 Miller Street
North Sydney NSW 2063
Tel – 02 9929 2700
Fax: -02 9939 3800
dlewis@northbridgeadmin.com.au
Your
adviser is an authorised representative of ComCorp, an Australian
Financial Services Licensee.
ASIC
Authorisation Representative Number 227597.
David
qualified as an actuary in 1980 and completed the Diploma of
Financial Planning through The Securities Institute of Australia
in 2002.
David’s
career has mainly been in consulting to corporates and others
about superannuation, investments and related matters.
|
|
What kinds of
financial services are you authorised to provide me and what kinds
of products do these services relate to? |
Your
adviser is authorised to provide the full range of financial
services and related financial products under the ComCorp licence
relating to Superannuation and Retirement Planning
Refer to the
attached Financial Services Guide for detailed information on the
services and products offered through Northbridge Financial
Solutions Pty Ltd.
|
|
How will I pay
for the service? |
Please refer
to the attached Financial Services Guide.
|
|
Do any
relationships or associations exist which might influence my
adviser in providing me with the financial services? |
David is a
Non-Executive Director of Australian Skandia Ltd and provides
compliance work for:
Souls Funds Management Limited;
Naos Funds Management Limited;
and
Aurora Funds Management Limited.
Please also
refer to the attached Financial Services Guide.
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