Raimon Lewandowski combines an accounting background with extensive financial planning experience. He supports clients facing complex decisions with a strong emphasis on structure and informed choice.
Raimon Lewandowski combines an accounting background with extensive financial planning experience. He supports clients facing complex decisions with a strong emphasis on structure and informed choice.
Raimon is a Director and Senior Financial Planner at MBA Financial Strategists commencing work at the practice in 2003. He originally worked as an accountant starting in the financial planning industry as a para-planner. Raimon has worked with a wide range of private and corporate clients.
Raimon specialises in providing small business owners and pre-retirees with advice on self-managed superannuation involving complex issues. He is focused on empowering his clients to build and protect their wealth to ensure they have enough funds to live the lifestyle they want in retirement.
He is qualified to provide financial advice in a wide variety of areas, including:
He holds the highest qualification in financial planning as a CFP® professional, as well as a Professional Certificate in Self-Managed Superannuation Funds from the University of Adelaide. He is also a member of the Financial Planning Association (FPA) and a past treasurer of the FPA in South Australia.
Raimon is an authorised representative and credit representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee.
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