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Eddie Czerwinski
Mortgage Adviser
Dip. FMBM
Michael Kennedy
Mortgage Adviser
Dip. FMBM
Michael Kennedy
Mortgage Adviser
Dip. FMBM
Michael has been a mortgage adviser with Bernie Lewis for the past seven years and has worked in the industry for the past 30 years. He helps his clients by offering financial advice for home ownership and prosperity. The services that he offers are home loans, construction loans, investment loans and commercial loans. He can also assist his clients with property information, first home owners grants, insurance and loan protection.
Leah Knight
Mortgage Adviser
Dip. FMBM
Leah Knight
Mortgage Adviser
Dip. FMBM
Leah has worked as a mortgage adviser for the past three years and prior to this gained valuable experience in the banking and finance industry. She offers a variety of services to her clients including home loans, investment loans, refinance, debt consolidation, general insurance, home loan protection and personal loans. She prides herself on helping her clients achieve their lifetime financial goals.
Michael Sweet
Mortgage Adviser
Dip. FMBM
Michael Sweet
Mortgage Adviser
Dip. FMBM
Michael has worked as a Mortgage Adviser with Bernie Lewis for the past 7 years having worked with NAB for 23 years previously. He has significant knowledge and experience after having worked in the banking and finance industry for over 30 years. The primary services he offers to clients are business and commercial loans, reverse mortgages and loans for first home buyers.
Moss Stehbens
Mortgage Adviser
Dip. FMBM
Moss Stehbens
Mortgage Adviser
Dip. FMBM
Moss has worked in the mortgage industry for the past 55 years and began working with Bernie Lewis as a Mortgage Adviser 22 years ago. The services he provides for his clients are home loans, home loan protection, commercial lending, rural lending and vehicle/plant and equipment loans. He also provides an ongoing service to his clients through periodical reviews. Moss understands the different needs of his clients and the importance of planning for the future.
Scott Kirkwood
Director/Senior Financial Adviser
Dip FP, CFP®
Scott Kirkwood
Director/Senior Financial Adviser
Dip FP, CFP®
Scott Kirkwood is a director of Bernie Lewis Wealth Management and a Senior Financial Adviser with the Private Client Services Division. He has over 20 years experience in the financial services industry. Scott has a Diploma in Financial Planning and is a Certified Financial Planner. He is a member of the Financial Planning Association of Australia. Scott is a representative of Bernie Lewis Wealth Management, an Australian Financial Services Licensee No: 332423.
Stephen Cameron
Financial Adviser
Adv Dip FS (FP)
Stephen Cameron
Financial Adviser
Adv Dip FS (FP)
Stephen has worked in the finance industry for the past ten years and with Bernie Lewis for the past two and a half years. He provides advice on insurance, superannuation, retirement planning, estate planning, investments and tax planning. He is very passionate about providing sound financial strategies to help his clients achieve their financial goals throughout their lifetime. He has extensive experience in the financial planning industry that helps to ensure his clients receive the appropriate advice for their situation. Stephen is a representative of Bernie Lewis Wealth Management, an Australian Financial Services Licensee No: 332423.
Jodie Heneker
Senior Financial Adviser
CFP MFinPlan DipFP
Jodie Heneker
Senior Financial Adviser
CFP MFinPlan DipFP
Jodie is a financial adviser with over 20 years of experience in the financial services industry and has used that time to gain an amazing understanding of what it takes to manage and create long-term sustainable wealth. Jodie has extensive experience in retirement planning, wealth accumulation and Centrelink maximization strategies. She prides herself in building strong relationships with her clients based on honesty and transparency to ensure their long term goals are reached.
Angela O'Leary
Mortgage Adviser
Dip. FMBM
Angela O'Leary
Mortgage Adviser
Dip. FMBM
Angela has worked as a Mortgage Adviser for four years and specialises in home loans, investment loans, personal loans and consolidation. Her experience will ensure you have the solutions you need. She also offers you the opportunity to review your insurances. Angela is happy to meet with you to discuss your individual financial situation with a view to helping you save money and achieve your financial goals.
Jason Garrett
Mortgage Adviser
Dip. FMBM
Jason Garrett
Mortgage Adviser
Dip. FMBM
Jason has been a mortgage adviser with Bernie Lewis for the past 6 years since beginning his mortgage broking career in the UK 12 years ago. He has a vast range of experience and has been working in the banking and finance industry for the past 22 years. He provides advice on buying first and subsequent homes, refinance for a more suitable loan or for home improvements and debt consolidation.
Jon Petineris
Mortgage Adviser
BBIF; Adv Dip FS (FP); Dip FMBM
Jon Petineris
Mortgage Adviser
BBIF; Adv Dip FS (FP); Dip FMBM
Jonathon has worked as a mortgage adviser for the past four years and is qualified as both a mortgage and financial adviser. The services he provides are home loans (including investment loans), general insurance, home loan protection and personal loans. He prides himself on finding the best solutions for clients in his recommendations.
Eric Mercer
Financial Adviser
Adv Dip. Fs(FP)
Eric Mercer
Financial Adviser
Adv Dip. FS(FP)
Eric has been a financial adviser for the past 5 years, working for both a small boutique practice as well as a large bank. Overall he has 12 years’ experience in the finance industry working for custodial services, banking and fund management companies in Adelaide, as well as interstate (Melbourne and Perth) and abroad (Toronto, Canada). Eric offers financial advice in all areas, with a strong focus on insurance, superannuation and retirement planning. He specializes in risk (insurance) advice, devising ways to best structure wealth protection plans tailored to the individual needs of his clients. Eric is a married father of two and shares some of the same experiences and concerns as many of his clients who are in the ‘young family’ demographic.
Vera Mortimer
Mortgage Adviser
Dip. FMBM
Vera Mortimer
Mortgage Adviser
Dip. FMBM
Vera has worked as a Mortgage Adviser at Bernie Lewis for the past 14 years having worked previously with ANZ for 16 years. The services she provides are predominantly home loans and some commercial loans. Recently Vera was awarded a position in the top 50 brokers nationally at the MFAA awards.
Lindsay Cushing
Mortgage Adviser
Dip. FP, Dip. FMBM
Luisa Mercurio
Mortgage Adviser
Dip. FMBM
Luisa Mercurio
Mortgage Adviser
Dip. FMBM
Luisa has worked as a Mortgage Adviser with Bernie Lewis for the past 10 years although has been involved in the banking and finance industry for over 30 years. She provides her clients with advice on home loans, investment loans, business loans, commercial loans, a review of her clients’ personal risk insurance and home and contents insurance. She also provides her clients with an opportunity to review their superannuation and retirement planning for the future. Luisa offers a personalized, caring and friendly approach to providing financial solutions to her clients’ individual needs. She speaks fluent Italian and is available after hours by appointment.
Vikkie Charlton
Mortgage Adviser
Dip. FMBM
Darren Bridges
Financial Adviser
Adv Dip FS (FP)
Darren Bridges
Financial Adviser
Adv Dip FS (FP)
Darren has worked as a Financial Adviser for the last 8 years and joined Bernie Lewis 3 years ago. He specializes in working with younger people and families to help them save money whilst protecting their families and ensuring they reach their lifestyle goals. The services he offers are personal, family and asset protection plans, superannuation and retirement planning and wealth creation plans. Darren is married with 2 children and can relate with his clients on understanding finding the best work life and family time balance. Darren is a representative of Bernie Lewis Wealth Management, an Australian Financial Services Licensee No: 332423.
Paul Schofield
Mortgage Adviser
Dip. FMBM
Paul Schofield
Mortgage Adviser
Dip. FMBM
Paul has been a Mortgage Adviser for the past 7 years and has been working in the finance industry for 22 years. He provides advice on refinancing and debt consolidation, investor finance and finance for first home buyers including construction loans. He primarily services the City to Northern Suburbs and is available after hours by appointment.
Jared McGlynn
Mortgage Adviser
Jared McGlynn
Mortgage Adviser
Jared started at Bernie Lewis in January 2012, having work previously with ME Bank as at Mobile Lending Manager from 2002. The services that he provides are home loans, investment loans, general insurance and home loan insurance. He has worked in the Adelaide market for many years helping clients achieve their financial goals. He prides himself on providing his clients with outstanding customer service and exceeding his clients expectations. Jared has a family with two young children and has been through the process of building his own home so can relate to clients who are doing the same and can help them understand the construction process.
Mark Simpson
Mortgage Adviser
Cert IV FS (FMB)
Rachel Slekenics
Mortgage Adviser
Dip. FMBM
Rachel Slekenics
Mortgage Adviser
Dip. FMBM
Rachel has been a Mortgage Adviser for 6 years having worked with Bernie Lewis for the past 2 years. She offers advice to her clients on residential purchases and refinancing. She is a specialist in the provision of advice to clients working through marital separations and property settlements and is available for after hours appointments.
Robert Slekenics
Mortgage Adviser
Dip. FMBM
Robert Slekenics
Mortgage Adviser
Dip. FMBM
Robert has worked with Bernie Lewis since May 2009 having worked as a Mortgage Adviser for the past 4 years. He provides his clients with advice on home loans, refinance, home loan protection, general insurance and utilities connections. He has an excellent understanding of the needs and wants of his clients and tailoring a solution to meet their goals. He is available after hours by appointment.
Roger Willans
Mortgage Adviser
Dip. FMBM
Roger Willans
Mortgage Adviser
Dip. FMBM
Roger has worked as a Mortgage Adviser at Bernie Lewis for the past 8 years. The primary services he offers are home loans, building and contents insurance and debt protection. He is understanding of individuals personal needs and takes a keen interest in helping people who have recently immigrated from overseas to establish themselves in Australia financially.
Andrew Stoodley
Mortgage Adviser
Dip. FMBM
Andrew Stoodley
Mortgage Adviser
Dip. FMBM
Andrew has worked as a mortgage adviser with Bernie Lewis for the past 10 years having worked with the Commonwealth Bank of Australia for 19 years previously. He is an extremely experienced mortgage adviser offering home and investment loans, insurances and commercial loans. He also has a large number of business contacts in the Southern Suburbs of Adelaide. Andrew is also a property investor and developer himself so can relate to his clients situations.
Cassandra Stoodley
Mortgage Adviser
Dip. FMBM
Cassandra Stoodley
Mortgage Adviser
Dip. FMBM
Cassandra has worked as a mortgage adviser with Bernie Lewis for the past 4 years and has 10 years of banking and finance experience. She assists her clients by providing them with professional mortgage advice including home loans and investment loans. She is a property investor and developer so can relate to her clients situations.
Malcolm Simpson
Financial Adviser
GDip Fin Planning, B.Com (Hnrs)
Malcolm Simpson
Financial Adviser
GDip Fin Planning, B.Com (Hnrs)
Malcolm, originally from Scotland, has been a Financial Adviser at Bernie Lewis for the past two and a half years since moving from the UK where he also worked in financial services. He offers a friendly, down to earth approach to financial advice in superannuation, investments, personal insurance, budgeting and cashflow management. He strives to simplify his clients’ finances to ensure they fulfill both short term and long term goals. Malcolm is a representative of Bernie Lewis Wealth Management, an Australian Financial Services Licensee No: 332423.
Matthew Turner
Mortgage Adviser
Dip. FMBM
Matthew Turner
Mortgage Adviser
Dip. FMBM
Matthew has worked in the mortgage industry for over 7 years, previously as a Home Finance Manager with Westpac Bank, prior to starting at Bernie Lewis as a Mortgage Adviser. Whether you’re a first home buyer, looking to upgrade or buy an investment property, Matthew has the knowledge and expertise to help you achieve home ownership. Matt provides exceptional service by looking at the individual clients needs and providing his recommendations to help achieve financial independence.
Brook Angove
Senior Financial Adviser
Dip FP, CFP®
Brook Angove
Senior Financial Adviser
Dip FP, CFP®
Brook began working at Bernie Lewis in December 2007 as the General Manager of Distribution before changing roles to a Financial Adviser 2 years ago. He now works from our Melbourne office providing his clients with advice on insurance, superannuation and investments. He has over 30 years experience in the finance industry in a wide variety of roles. Brook has also had personal experience as an insurance claimant and understands the importance for everyone to consider personal protection. Brook is a representative of Bernie Lewis Wealth Management, an Australian Financial Services Licensee No: 332423.
