Financial Adviser · ELSTERNWICK, VIC

Joel Lewis

12 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003850

Joel Lewis is a financial adviser based in Elsternwick, Victoria, with 12 years of experience in the financial services industry. Joel is currently authorised under Future Private Wealth Pty Ltd. Joel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Joel is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Commerce (Financial Planning & Management)
Deakin University
2018
Certified Financial Planner
Financial Planning Association of Australia
2020
ACS Accredited Aged Care Professional
Aged Care Steps
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Aug 2021 - Present Current
Sep 2019 - Aug 2021 Ceased
Feb 2014 - Sep 2019 Ceased
Not authorised to provide personal advice on Standard Margin Lending

Source: ASIC Financial Advisers Register