Joshua Adam Lewis
Financial Adviser in Springwood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000292346
- Location
- Springwood NSW 2777
- Licensee
- Lewis Financial Services Licence Pty Ltd (AFSL 522904)
- Authorised since
- 1 October 2020
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce, University of Western Sydney (1998); Diploma of Financial Services (Financial Planning), Tribeca (2005); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); Master of Financial Planning, Western Sydney University (2021)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA); SSA - SMSF Specialist Accreditation (SPAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Joshua Adam Lewis
On the Financial Advisers Register kept by ASIC, Joshua Adam Lewis appears as a current financial adviser in Springwood, New South Wales, adviser number 000292346.
The licensee Joshua advises under is Lewis Financial Services Licence Pty Ltd (AFS licence 522904). That authorisation dates from 1 October 2020.
The register records 2005 as the year Joshua first provided financial advice. The qualifications listed for Joshua include Bachelor of Commerce (University of Western Sydney, 1998), Diploma of Financial Services (Financial Planning) (Tribeca, 2005) and Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006). Professional memberships recorded: CFP – Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and SSA – SMSF Specialist Accreditation (SPAA).
Joshua is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Joshua Adam Lewis a registered financial adviser?
Yes. Joshua Adam Lewis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000292346.
Which licensee does Joshua Adam Lewis work under?
Lewis Financial Services Licence Pty Ltd, Australian financial services licence 522904.
What can Joshua Adam 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; standard margin lending.