Financial Planners - Financial Planning - Adelaide - Raimon Lewandowski

Raimon Lewandowski

Director / Financial Planner

I worked as a graduate accountant with the South Australian Tourism Commission working in a variety of roles that included budgeting the World Police and Fire games. I started in the financial services industry with MBA FS in the para-planning area and worked my way up to financial planning becoming an equity partner in 2007. Cycling is by far my favourite sport and I am a member of a cycling team that rides on a regular basis. Of Polish descent I am very close to my extended family and keep in regular contact with my parents and grandmother who is still going strong at 80+ years. Food and wine is another major interest and my partner Kerry and I pursue this area with a passion regularly exploring some of Adelaide’s wonderful restaurants and cellar doors.

What do I enjoy about financial planning?

Contact and building on-going relationships with my clients are some of the key enjoyable aspects of financial planning. I enjoy the satisfaction that I have done everything in my power to place my clients in the best position to build wealth. A particularly fulfilling moment is informing clients that yes, after following a careful plan they will have enough money to retire on.

Something you don’t know about me ...

... I’m a passionate micro beer brewer. My particular interest is fresh 100% natural beers that take up to 3 months to ferment and develop in the bottle. A long time but definitely worth the wait!

How I can advise you

  • Financial planning
  • Retirement planning
  • Investment planning
  • Superannuation including Self Managed Super Funds (SMSF)
  • Wealth creation
  • Insurance (life cover, disability, income protection and trauma)

Qualifications

  • CFP®
  • Bachelor of Commerce
  • Graduate Diploma of Applied Finance and Investment
  • Advanced Diploma of Financial Services (Financial Planning)
  • Professional Certificate in Self-Managed Superannuation Funds

Memberships & Associations

  • Financial Planning Association of Australia
  • Fellow of the Financial Services Institute of Australasia (FINSIA)