Kathleen Lewis

Financial Adviser

ASIC adviser number:
000381711
Qualifications and training:

2010, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Kaplan Higher Education Pty Limited
2012, Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma (AQF 6), Kaplan Higher Education Pty Limited
2012, SMSF Course, Other, University of Adelaide
2018, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education Pty Limited
2023, Aged Care Course, Other, Other
2025, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education Pty Limited

When adviser first provided advice:
2010
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Location:
Business Technology Park, Conference Centre, Suite 5, 1 Clunies Ross Ct
Eight Mile Plains  QLD  4113
AFS licence holder name:
Charter Financial Planning Limited
AFS licence number:
000234665
Licence controlled by:
Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».