The Financial Planning Association of Australia The Financial Planning Association of Australia

Joshua Lewis, CFP®


Name Joshua Lewis CFP®
Address Suite 3 Springwood Mews 10 Ferguson Road
Springwood, NSW 2777
Phone 02 4751 4300
Website www.lewisfinancial.com.au

I have worked in financial services since 2003. Prior to becoming a Financial Advisor, I worked for six years as a corporate accountant. I am a Certified Financial Planner® professional and a SMSF Specialist Advisor™. I hold a Master of Financial Planning, graduating with Distinction, a Bachelor of Commerce, a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning). I have extensive knowledge of superannuation, pre and post retirement planning, investment portfolio construction and wealth accumulation strategies. I am a member of the Financial Planning Association of Australia (FPA) and the Self Managed Super Fund (SMSF) Association. About Lewis Financial Advisory Group: Lewis Financial has been providing professional financial advice since 1985. We are passionate about making a positive difference to the lives of our clients and their families and developing long-term personal relationships.

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