Christine Britt Lewis

CFP, GDM

christine britt-lewisAuthorised Representative No. 230645

Qualifications

CERTIFIED FINANCIAL PLANNER® Professional

AEPS® Accredited Estate Planning Specialist

SMSF Specialist Advisor

Accredited Aged Care Professional

Graduate Diploma of Management

Justice of the Peace

 

Christine believes the key to a successful financial plan is starting with what is important to clients. This includes understanding their plans, goals, responsibilities and values so as to ensure what is really important is prioritised. She likes to maintain a long term relationship with clients in order to provide the high level of support required to increase the certainty that client's goals are met.

Christine is a Certified financial planner, authorised to provide financial planning services to clients. This includes investment advice to meet each individual clients attitude to investment risk. Her specialist accreditation in self-managed superannuation funds ensures she is able to provide quality advice for clients both with self- managed super funds, and those in retail superannuation funds. It is important the right type of fund is chosen by the client.

The accreditation in estate planning provides the expertise to link meeting short term goals, with your very long term plans for your estate. This entails having the appropriate issues considered at the beginning of the planning process and at each step where important decisions are made.

Some clients require the specialist advice needed when they, or loved ones move into aged care. Christine has completed the training in this area to ensure the very best advice and support can be provided at this time.

Memberships

  • Financial Planning Association of Australia
  • SMSF Association

Experience

  • Financial planning for over 14 years     
  • SMSF Specialist Advisor for over 5 years
  • Aged Care specialist for over 1 year
  • Estate Planning specialist for over 6 years

Contact Parkside InvestorPlus

 

 

 

 

 

 

Contact
parkside

Parkside InvestorPlus Pty Ltd
Suite 27,
3-9 Terminus Street
Castle Hill NSW 2154

PO Box 2500
Castle Hill NSW 1765

Phone: (02) 9899 4899

Contact Us Now!

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