Raimon Lewandowski, Cfp® Email & Phone Number
@mbafs.com.au
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Who is Raimon Lewandowski, Cfp®? Overview
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Raimon Lewandowski, Cfp® is listed as Director and Certified Financial Planner CFP at MBA Financial Strategists Pty Ltd, a with 23 employees, based in Greater Adelaide Area, Australia. AeroLeads shows a work email signal at mbafs.com.au and a matched LinkedIn profile for Raimon Lewandowski, Cfp®.
Raimon Lewandowski, Cfp® previously worked as Director / Certified Financial Planner CFP at Mba Financial Strategists Pty Ltd. Raimon Lewandowski, Cfp® holds B.Comm, Finance, Accounting from University Of Adelaide.
Email format at MBA Financial Strategists Pty Ltd
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AeroLeads found 1 current-domain work email signal for Raimon Lewandowski, Cfp®. Compare company email patterns before reaching out.
About Raimon Lewandowski, Cfp®
I have been a qualified Financial Planner since April 2004 and greatly enjoy specialising in the vastly different areas of this profession. During this time I have focused on the areas of wealth management, life insurance, superannuation, assisting clients in purchasing real estate, and also managing their home loan debt to best meet future goals. I became an equity partner and director in MBAFS in 2007, at the age of 29. I thrive on growing and developing our business in order to best structure ourselves for the future, whilst creating an enjoyable and challenging environment for our staff to service our clients. One of my main focuses, as a Certified Financial Planner, is helping my clients take control of their superannuation through Self Managed Superannuation Funds (SMSF), from conception through to continuing advice on Australian shares and real estate held through their SMSF. I currently help many clients own their own investment properties, utilising their SMSF via a range of different methods and strategies, including using their own real estate to loan money to their fund or using it within their SMSF as equity for a home loan. I’m looking forward to helping these clients own their own home quicker. I continue to provide advice to existing and new clients on all matters and believe a strong relationship with each is key to their financial success. What do I enjoy about Financial Planning?I find the most enjoyable part of my role as a Certified Financial Planner (CFP) is the satisfaction of seeing my clients fulfil their financial and life goals. I get to share in the life experiences of each client through our business providing financial assistance to those organisations and individuals that need help the most.MBA Financial Strategists Pty Limited ABN 13 008 285 756 and Raimon Lewandowski are authorised representatives and credit representatives of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Credit Licensee.
Listed skills include Wealth Management, Superannuation, Financial Advisory, Income Protection, and 46 others.
Raimon Lewandowski, Cfp®'s current company
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Raimon Lewandowski, Cfp® work experience
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Director / Certified Financial Planner Cfp
Provide advice to a wide range of clients both private clients and corporate clients on the following;- Investments (direct investments)- Superannuation- Pensions- Personal Risk insurance (Death, TPD, income protection)- Self Managed Superannuation Specialist (SMSF)Strategic financial advice specialist and is known for our best practice and client centric advice. Strive to provide the best financial advice for my clients through understanding their needs and keeping my professional development and skills to the highest level.MBA Financial Strategists Pty Ltd Director and strategic thinker, helping form and manage the direction of the business, including mergers and acquisition, and good financial management of our business.
Colleagues at MBA Financial Strategists Pty Ltd
Other employees you can reach at mbafs.com.au. View company contacts for 23 employees →
Sharon Mcdonald
Colleague at Mba Financial Strategists Pty LtdGreater Adelaide Area, Australia
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Alex Genuth
Colleague at Mba Financial Strategists Pty LtdAdelaide, South Australia, Australia
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Peter Berresford
Colleague at Mba Financial Strategists Pty LtdGreater Adelaide Area, Australia
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Arthur Panagis
Colleague at Mba Financial Strategists Pty LtdGreater Adelaide Area, Australia
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Laura Drost
Colleague at Mba Financial Strategists Pty LtdAdelaide, South Australia, Australia
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Nick Munro
Colleague at Mba Financial Strategists Pty LtdAdelaide, South Australia, Australia
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Kosta Karykis
Colleague at Mba Financial Strategists Pty LtdAdelaide, South Australia, Australia
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Henry Vandenberg
Colleague at Mba Financial Strategists Pty LtdGreater Adelaide Area, Australia
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Blake Fullston
Colleague at Mba Financial Strategists Pty LtdGreater Adelaide Area, Australia
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Sharon Mcdonald
Colleague at Mba Financial Strategists Pty LtdGreater Adelaide Area, Australia
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Raimon Lewandowski, Cfp® education
B.Comm, Finance, Accounting
Diploma Of Management, High Performance Management
Professional Certificate In Self-Managed Superannuation Funds, Self Managed Superannuation Funds
Cfp, Certified Financial Planner
Dimploma In Technical Analysis, Technical Analysis
Gdipp App Fin, Applied Finance And Investment
Year 12, Maths 1, Maths 2, Physics, Chemistry And Geography
Frequently asked questions about Raimon Lewandowski, Cfp®
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What company does Raimon Lewandowski, Cfp® work for?
Raimon Lewandowski, Cfp® works for MBA Financial Strategists Pty Ltd.
What is Raimon Lewandowski, Cfp®'s role at MBA Financial Strategists Pty Ltd?
Raimon Lewandowski, Cfp® is listed as Director and Certified Financial Planner CFP at MBA Financial Strategists Pty Ltd.
What is Raimon Lewandowski, Cfp®'s email address?
AeroLeads has found 1 work email signal at @mbafs.com.au for Raimon Lewandowski, Cfp® at MBA Financial Strategists Pty Ltd.
Where is Raimon Lewandowski, Cfp® based?
Raimon Lewandowski, Cfp® is based in Greater Adelaide Area, Australia while working with MBA Financial Strategists Pty Ltd.
What companies has Raimon Lewandowski, Cfp® worked for?
Raimon Lewandowski, Cfp® has worked for Mba Financial Strategists Pty Ltd.
Who are Raimon Lewandowski, Cfp®'s colleagues at MBA Financial Strategists Pty Ltd?
Raimon Lewandowski, Cfp®'s colleagues at MBA Financial Strategists Pty Ltd include Sharon Mcdonald, Alex Genuth, Peter Berresford, Arthur Panagis, and Laura Drost.
How can I contact Raimon Lewandowski, Cfp®?
You can use AeroLeads to view verified contact signals for Raimon Lewandowski, Cfp® at MBA Financial Strategists Pty Ltd, including work email, phone, and LinkedIn data when available.
What schools did Raimon Lewandowski, Cfp® attend?
Raimon Lewandowski, Cfp® holds B.Comm, Finance, Accounting from University Of Adelaide.
What skills is Raimon Lewandowski, Cfp® known for?
Raimon Lewandowski, Cfp® is listed with skills including Wealth Management, Superannuation, Financial Advisory, Income Protection, Investments, Pensions, Strategic Financial Planning, and Smsf.
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