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).
I hadn’t spoken to Joel in one or two years but he understood that we needed to withdraw some funds from our investments immediately for a property purchase and he really went above and beyond. He was very helpful getting the job done very fast.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2014
- Years of experience 9
- Certified Financial Planner (CFP)
Capital Wealth Management Pty LtdSuite 207, 28 Riddell Parade
Elsternwick, VIC 3185
- 8:00am – 6:00pm Monday – Friday
- In person
- Video call
Future Private Wealth Pty Ltd