Meet Stephen Lewis
Seeking professional advice to help achieve your financial goals is an important investment in your future. I am committed to working with you to help you define your goals and design a financial plan to meet your needs as well as to help you live comfortably during your retirement years.
My role as a financial planner revolves around servicing clients by building strong, long term relationships with continued ongoing support and recommending changes as needed.
While I provide advice on the full spectrum of financial planning, I specialise in working with aged care facilities and Not-for-Profit organisations by providing conservative investment advice within their specific investment policy guidelines.
I have worked with both individuals and businesses for many years. My approach has always been comprehensive taking into consideration my clients' entire financial world including investments, taxes, insurance, estate planning, real estate, retirement planning and cash flow.
I have worked in the banking and financial services industry for over 20 years and as a financial planner since 2001.
I am a member of the Association of Financial Advisers (AFA) and have completed the Advanced Diploma of Financial Services (Financial Planning).
Bridges Financial planning team
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