About
Working as a senior financial adviser Reece Lewis is dedicated to helping you achieve your financial goals. His journey in financial services began overseas in the UK, where he gained valuable experience and a deep understanding of the industry. This international exposure has provided Reece a unique perspective and a robust skill set that he brings to clients every day.
On a personal note, he is happily married and a proud parent to one wonderful daughter. To quote him “my family is my anchor, and they inspire me to strive for excellence in all aspects of life”. He has a strong willingness to challenge himself and embrace new experiences. This mindset has led him to the summit of Mount Fuji, compete in an amateur kickboxing match, and, more recently, training for a triathlon. These physical pursuits have taught discipline, perseverance, and the importance of setting and achieving goals—qualities brought to professional life as well.
Outside of physical pursuits he considers learning and study a core part of his character and can often be found reading a book on the commute to work.
All of this to say he looks forward to partnering with you on your financial journey, helping you navigate the complexities of financial planning, and supporting you in achieving your financial dreams.
Qualifications
- Bachelor of Business majoring management
- Master’s in Financial Planning
- FASEA qualified
- Margin Lending
- Aged Care