Joshua Fileti

Synergy Private Wealth Pty. Ltd.

Gold
10 Yrs Experience
Adelaide, SA 5000
I have worked in the financial services profession for many years and enjoy helping clients through many of life’s hurdles. With the right foundations in place, many of my clients have the comfort in knowing that they are in control - so they can focus on what matters most.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 1
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Synergy Private Wealth Pty. Ltd.

Level 3, 12 Pirie St
Adelaide, SA 5000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fitzpatricks Private Wealth

AFSL 247429

4.75
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.00
Likely to recommend
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4.75

"Joshua has been helping me better manage my family’s budgeting and day-to-day Cashflow. Joshua has given me many great tips and has helped me better manage my liabilities whilst growing my assets and net worth. I highly recommend Joshua and hope to engage him to help me with future investment when I am ready."

  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Fund

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Swinburne University of Technology
Completed
2016

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Tax Practitioners Board (TPB)

Membership type
Member
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