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

Joshua Lewis, CFP®

Name Joshua Lewis, CFP®
Company Lewis Financial Advisory Group
Address Suite 3 Springwood Mews
10 Ferguson Road
Springwood, NSW 2777
Phone 02 4751 4300

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 am currently undertaking the Master of Financial Planning at Western Sydney University.

I also hold a Bachelor of Commerce in Management and Accounting, 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, risk management and wealth accumulation strategies.

I am a member of the Financial Planning Association of Australia (FPA) and the SMSF Professionals’ Association of Australia (SMSF).

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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