Joel Edelman

Acuity Wealth

14 Yrs Experience
Sydney, NSW 2000

We provide goals based Financial planning to help our clients make informed decisions. Our ongoing review process allows us to partner with our clients through their life's transitions. Having a flat fee for service model enables our clients to engage at different stages of their wealth building or wealth management journey.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Providing a flat fee, values and goals based strategic plan.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.74
  • Number of reviews 67
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Acuity Wealth

Angel Place, Level 17, 123 Pitt St
Sydney, NSW 2000

Opening hours

  • 8:00am – 5:00pm Friday
  • 8:00am – 6:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Havana Financial Services Pty Ltd

AFSL 500435