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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latest news from bridges

  • Ageing and aged care in Australia

    The number of people aged 65 and over in Australia is projected to more than double, to 8.8 million, over the next 40 years1. This will undoubtedly increase the need for aged care in the community and put pressure on families and Government funding.

  • Estate planning for overseas assets

    With one in four Australians born overseas and almost half of us with a parent born overseas1, it makes sense that you or your family may have a home or other assets located outside Australia. While this is positive for your overall wealth it may impact your estate plan.

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