Although much has changed since the days of hand written loan applications, Bernie Lewis remains synonymous with quality, professional financial advice.
We are committed to continuing professional development and financial knowledge. This gives you the confidence that qualified advisers are providing you with appropriate solutions and advice to create great financial outcomes for you.
All our mortgage and financial advisers are qualified, with a minimum of a Diploma in Financial Services. Each adviser also has a minimum level of financial experience.
Our business and advisers are members of the Mortgage & Finance Association of Australia and Financial Planning Association of Australia. These memberships require ongoing professional development ensuring our advisers are up to date with all product, provider, strategy, legislative and market changes.
To provide the highest level of client service our advisers are supported by our client service team. This also ensures your financial solutions are implemented in an efficient manner and within the required timeframes.