Joshua has worked in the financial services industry since 2003 providing financial advice to both personal and corporate clients in the Blue Mountains and Australia wide. Prior to this he was a corporate accountant for a large multi-national company for 6 years.
Joshua is a CERTIFIED FINANCIAL PLANNER ® professional and a SMSF Specialist AdvisorTM . He also holds a Bachelor of Commerce in Management and Accounting, a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning).
Joshua has extensive knowledge of superannuation, retirement planning, risk management and wealth accumulation strategies. He has specialist experience in the design and management of corporate superannuation and employee benefit plans.
Joshua is also a member of the Financial Planning Association of Australia (FPA) and the Self Managed Super Fund Association (SMSF Association).
Joshua has lived in the Blue Mountains all his life and is proud to be able to support local sporting clubs and charities.
Areas of expertise
Joshua Lewis specialises in:
- SMSF’s, Wealth Accumulation, Investments and pre- and post-retirement planning,
- Superannuation Advice; and
- Risk Advice.