Financial Adviser · SPRINGWOOD, NSW

Joshua Adam Lewis

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000292346

Currently at

Springwood, NSW

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Joshua Adam Lewis is a financial adviser based in Springwood, New South Wales, with 21 years of experience in the financial services industry since 2005. Joshua is currently authorised under Lewis Financial Services Licence. Joshua holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joshua's qualifications include a Master of Financial Planning from Western Sydney University. Joshua is a member of CFP - Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and SSA - SMSF Specialist Accreditation (SPAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Commerce

University of Western Sydney

2005

Diploma of Financial Services (Financial Planning)

Tribeca

2006

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2021

Master of Financial Planning

Western Sydney University

Registration History

Lewis Financial Services Licence Pty Ltd

Oct 2020 - Present Current

Hillross Financial Services Limited

Aug 2005 - Sep 2020 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register