Joel Lewis
Financial Adviser in Elsternwick, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003850
- Location
- Elsternwick VIC 3185
- Licensee
- Future Private Wealth Pty Ltd (AFSL 527243)
- Authorised since
- 7 August 2021
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce (Financial Planning & Management), Deakin University (2003); Certified Financial Planner, Financial Planning Association of Australia (2018); ACS Accredited Aged Care Professional, Aged Care Steps (2020); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Joel Lewis
Joel Lewis is a financial adviser in Elsternwick, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001003850.
The licensee Joel advises under is Future Private Wealth Pty Ltd (AFS licence 527243). That authorisation dates from 7 August 2021.
The register records 2014 as the year Joel first provided financial advice. The qualifications listed for Joel include Bachelor of Commerce (Financial Planning & Management) (Deakin University, 2003), Certified Financial Planner (Financial Planning Association of Australia, 2018) and ACS Accredited Aged Care Professional (Aged Care Steps, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Joel Lewis a registered financial adviser?
Yes. Joel Lewis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003850.
Which licensee does Joel Lewis work under?
Future Private Wealth Pty Ltd, Australian financial services licence 527243.
What can Joel Lewis give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.