Joshua Stega

I am the founder of ETF Adviser, an independent Australian ETF research service for investors who want more than a database — they want a system for turning 490+ ASX-listed ETFs into a portfolio they can actually manage.

I have spent the past 20 years as an investment adviser, starting at Wilson HTM, then Associate Director at UBS Wealth Management, and now a Financial Adviser at JAS Wealth. Over that time I have watched the Australian ETF market grow from a niche product into the default way most Australians build and maintain wealth. That growth has been an extraordinary opportunity for investors — and it has also made it almost impossible for a private investor to keep track of what is on the market, what is inside each ETF, and where the overlap sits between products.

That is the problem ETF Adviser was built to solve.

What ETF Adviser subscribers get every week:

• - The best-ideas model portfolio — a structured Core and Satellite portfolio you can follow, with cash levels that move with market conditions.
• - A comprehensive weekly newsletter covering the latest Australian-listed ETF opportunities and the setups I am watching.
• - Global themes Australian investors often miss — updates on artificial intelligence, robotics, cybersecurity, energy transition materials, hydrogen, biotech and gold, none of which are well represented in a home-country portfolio.
• - Subscriber-only mid-week videos with extra market commentary and ETF insights.
• - Trade alerts as base-and-trend setups trigger and roll over.

Everything is built around the Base and Trend Method — a technical framework I use to identify ASX-listed ETFs moving from base to trend, so entries are timed rather than random and cash rises when the market cools.

A free companion tool:

I also built reviewetf.com.au, a free database that lists every ASX-listed ETF in one place. Investors can search, sort by fees or sector, view holdings, and compare products side by side to see the overlap hidden behind the marketing labels — for example, that IKO, SEMI, ASIA and IAA are four different funds but essentially the same trade underneath.

Credentials:

• Master of Taxation and Financial Planning
• Financial Adviser at JAS Wealth Pty Ltd

How to get started:

For self-directed investors, the fastest way to try the service is a free trial at etfadviser.com.au.