Joshua Lewis
Financial Adviser
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About
Joshua Lewis is an ASIC-registered financial adviser based in Springwood, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a career spanning over two decades, Joshua combines extensive academic qualifications with practical experience to deliver exceptional service. Joshua holds a Bachelor of Commerce from the University of Western Sydney (1998), a Diploma of Financial Services (Financial Planning) (2005), an Advanced Diploma of Financial Services (Financial Planning) (2006) both from Tribeca, and a Master of Financial Planning from Western Sydney University (2021). His commitment to professional excellence is further demonstrated by his certifications as a Certified Financial Planner (CFP) with the FPA, membership with the Financial Advice Association of Australia (FAAA), and SMSF Specialist Accreditation (SPAA). Authorised to provide advice on a broad range of financial products, Joshua specialises in superannuation, insurance, wealth management, and retirement planning. He offers expertise in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring clients receive well-rounded and informed guidance. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Joshua today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Joshua Lewis provide?
Joshua Lewis provides advice on superannuation, insurance, wealth management, and retirement planning. He is authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Joshua Lewis's qualifications?
Joshua holds a Bachelor of Commerce, a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and a Master of Financial Planning. He is also a Certified Financial Planner (CFP), a member of the Financial Advice Association of Australia (FAAA), and holds SMSF Specialist Accreditation (SPAA).
What can I expect during my first consultation with Joshua Lewis?
During your initial consultation, Joshua will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline how he can help you achieve your objectives with a tailored financial plan.
How does Joshua Lewis stay up-to-date with changes in the financial industry?
Joshua is committed to ongoing professional development and regularly participates in industry training and seminars. This ensures he remains informed about the latest regulatory changes, investment strategies, and financial products.
Does Joshua Lewis specialise in SMSF advice?
Yes, Joshua holds SMSF Specialist Accreditation (SPAA) and can provide expert advice on self-managed super funds, including setup, compliance, and investment strategies.
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