Lewealth Financial Services have been providing comprehensive tailored financial planning advice since 2014. Our mission is to making sure we can help you achieve your financial & lifestyle goals; even if it may seem too far away, but the sooner you start, the more likely you can achieve your financial freedom.
We are part of the new breed of professional financial planners, that is we are fully qualified, transparent, and follow the required legislative guidelines especially the FASEA Codes of Ethics.
We understand that everyone is different, therefore all our strategies are personalised to your goals & objectives, based on your current financial & personal circumstances, so that you will be confident knowing you are walking your own path.
Our client value proposition is ‘we help to create and also protecting your wealth at the same time, so you can continue doing the things you love’.
We would love to speak to you to understanding your goals and needs at any stage of your life. Our advisers specialise in areas such as:
Senior Financial Planner
Jimmy has many years of experience in the Insurance and Financial Services industry, having worked at ANZ Bank, Commonwealth Bank and Chubb Insurance of Australia. This has equipped Jimmy with necessary skills to create long term relationships, as well as an ability to provide extensive holistic strategy advice tailoring to each client's financial goals.
Tony has experiences in organising data, profiles and documents in the Insurance and Financial Services industry. This provides Tony with the ability to effectively use technology to manage all administrative tasks to make it more efficient for clients.
Tony is currently studying Bachelor of Information and Communication Technology (Marketing minor) at Swinburne University.
Lewealth Financial Services
Suite 106, 21 Elgar Road, Derrimut VIC 3026, Australia
Lewealth Financial Services Pty Ltd is a Corporate Authorised Representative of Synchron, AFS Licence No. 243313.
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