Tony Lewis Senior Private Client Adviser

Email: tonyl@lemsec.com.au
Phone: 0413 821 315
Authorised Representative Number: 246313
FSG: View FSG

Tony joined the LemSec team in 2013. Tony is an actuary and has been in the investment industry since 1978 as portfolio manager, fixed interest and share broker. In this role he provides advice to private investors, super funds, high net worth clients and institutions.

Services and Specialities

  • Equities (Stockbroking)
  • Portfolio Development and Management
  • Fixed Income Opportunities and Strategies
  • Initial Public Offerings and Capital Raisings
  • Mirco and Small Capital Equities

Investment Style

Tony is focused on finding value for investors whether by investing in existing securities or new

Investment Style

Qualifications
  • Fellow of the Actuaries Institute of Australia
  • Associate of Institute and Faculty of Actuaries of UK
  • Bachelor of Arts from Macquarie University
  • Fellow of FinSia, formerly Securities Institute of Australia
Approved Competencies
  • Securities
  • Superannuation
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