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Simon Lewis

Financial Adviser

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Certified

Simon Lewis

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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I like to describe what I do as more of a vocation than a job where I help people understand personal finance better, enabling them to form decisions that make their and their families lives a higher quality. I am committed to guiding my clients through difficult times, ensuring that they have strong foundations in place to deal with life’s events. I work with my clients to help them achieve their investment goals in a manner that not only benefits them personally but also enables their investment decisions to have a positive impact on others and leaves the world in a better place. Qualifications - Certified Financial Planner™ - Bachelor of Commerce - Graduate Diploma in Applied Finance & Investment - Graduate Diploma of Financial Planning - 20+ years industry experience Professional Associations - Financial Planning Association of Australia

Address

216 Lower Heidelberg Rd, Ivanhoe East, VIC, AU, 3079

Phone

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Organisation

  • Arrow Private Wealth

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Services offered

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.