Joshua has worked in the financial services industry since 2003 providing personal financial advice to clients in the Blue Mountains and along the east coast of Australia. 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 is currently undertaking the Master of Financial Planning at Western Sydney University. 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, pre and post retirement planning, investment portfolio construction, risk management and wealth accumulation strategies.
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:
- Pre and post retirement planning.
- Superannuation advice including Self Managed Superannuation Funds.
- Wealth accumulation strategies.
- Investment portfolio construction.