About our practice
Lewis Financial Advisory Group
Financial leadership
Lewis Financial Advisory Group provides professional wealth management which is delivered through ‘financial leadership’. Financial leadership is aimed solely at providing you with that level of knowledge and guidance in order to enable you to make informed decisions and be comfortable with them.
Clarity, peace of mind, confidence
We understand that the financial world can be both complex and intimidating. The benefits we can provide to you are:
- clarity - in order to simplify the management and protection of your wealth;
- peace of mind - that you are making the most of your current situation; and
- confidence - that future opportunities have been identified and that you are positioned to take advantage of them.
Shared values
The clients we choose to partner with are those that share our values of integrity, genuineness, respectfulness and who are seeking to enhance their lives, and the lives of their family, through lawful and ethical financial advice.
True professionalism
We believe we have earned the right to call ourselves true professionals and are genuinely committed to putting your interests first. We provide a highly personalised service based on mutual trust and the development of long-term relationships.
Security, empowerment
We are a long-standing family business that has been providing financial advice and developing innovative financial strategies for almost 25 years. As a client of Lewis Financial Advisory Group you will have access to trusted professionals to lead you, and collaborate with you, in making the crucial decisions which you will undoubtedly need to make throughout your life. With that comes a profound sense of security and a sense of empowerment.
Qualifications
- Advanced Diploma in Financial Services (Financial Planning)
- Diploma in Financial Services (Financial Planning)
Biography
Max has been a Financial Advisor since 1985 and is highly regarded for his technical knowledge and quality advice in the areas of Superannuation and Retirement. He received industry-wide recognition in 2004 when he successfully brought about amendments to the Retirement Income Stream Legislation through representations to Federal Treasury, enabling product providers to extend the minimum guarantee period allowable for Lifetime Annuity products.






