Name (Last, First)
LEWIS, DAN
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Company
Financial Wellness Group
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Address
3 Sandholm Close
North New Brighton
Christchurch
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Areas of Advice
Business Risk, Financial Planning, Health Insurance, Insurance Personal Risk, Investment, KiwiSaver / Retirement, Managed Funds
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Professional Designations
Trusted Adviser, Financial Advice NZ
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Profile
I am a licensed Financial Adviser, specialising in Wealth Management and Financial Life Planning. I have completed the NZ certificate Financial Services, Level 5, as well as holding a bachelor of laws with honours and a postgraduate degree in financial planning (South Africa).
I have 16 years’ experience in the Financial Services Industry, both in New Zealand and abroad.
I follow a client-centric, values-based approach to Financial Planning, helping clients live their best lives.
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