JOSHUA ADAM LEWIS
Financial Adviser · Springwood, NSW
📚 Qualifications & Training
1998 - Bachelor of Commerce - - University of Western Sydney
2005 - Diploma of Financial Services (Financial Planning) - - Tribeca
2006 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Western Sydney University
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
Financial Advice Association of Australia (FAAA)
SSA - SMSF Specialist Accreditation (SPAA)
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.