Joel Lewis

Capital Wealth Management Pty Ltd

10 Yrs Experience
Elsternwick, VIC 3185

Joel has worked in Financial Services since 2003 across a range of different areas including funds management and insurance. More specifically Joel has been a Financial Adviser since 2013 working with a broad range of clients and strategies. His experience and knowledge allows Joel to tailor customised financial solutions to each client and really get to the heart of what matters most. Joel is passionate about helping his clients and gets great satisfaction from doing so.

Joel Lewis is an Authorised Representative (AR No. 1003850) of Capital Wealth Management Pty Ltd. Advice is provided by him through Capital Wealth Management Pty Ltd, a Corporate Authorised Representative (AR No. 1278123) of Future Private Wealth Ltd ABN 42 644 103 417 : AFSL 527243

Joel’s qualifications include:

Certified Financial Planner ®;

Bachelor of Commerce (Financial Planning & Management);

Member of the Financial Planning Association of Australia (FPA);

Accredited Aged Care Professional (ACS); and

Accredited Listed Product Adviser (ASX ALPA).


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Capital Wealth Management Pty Ltd

Suite 207, 28 Riddell Parade
Elsternwick, VIC 3185

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Meeting methods

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

Licensed by

Future Private Wealth Pty Ltd

AFSL 527243