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Joshua Lewis

Lewis Financial Advisory Group Pty Ltd

19 Yrs Experience
Springwood, NSW 2777

I have worked in the financial services industry since 2003 providing personal financial advice to my clients in the Blue Mountains and along the east coast of Australia. Prior to this I was a corporate accountant for a large multi-national company for six years.

In terms of my qualifications I recently completed a Master of Financial Planning (with Distinction) and I also hold a Bachelor of Commerce, a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning).

I have extensive knowledge of superannuation, pre and post retirement planning, investment portfolio construction, self-managed super funds and wealth accumulation strategies.

I am a member of the Financial Planning Association of Australia (FPA) and the Self Managed Super Fund Association (SMSF Association).


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Lewis Financial Advisory Group Pty Ltd

Suite 3, Springwood Mews, 10 Ferguson Road
Springwood, NSW 2777

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Lewis Financial Services Licence Pty Ltd

AFSL 522904