JOEL LEWIS
Financial Adviser · Elsternwick, VIC
📚 Qualifications & Training
2003 - Bachelor of Commerce (Financial Planning & Management) - Bachelor Degree (AQF 7) - Deakin University
2018 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2020 - ACS Accredited Aged Care Professional - Other - Aged Care Steps
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.