Our Principal Advisor

We are specialists at providing financial advice. See the people behind our advice, and contact us to make a personal appointment.

Joshua Lewis

Joshua Lewis

Josh (Director/Financial Advisor) has worked in financial services since 2003 providing personal financial advice to clients in the Blue Mountains and around Australia.  Prior to becoming a Financial Advisor, Josh worked for six years as a corporate accountant for a large multi-national company.  He is a Certified Financial Planner® professional, and a SMSF Specialist Advisor™.

Josh also holds a Bachelor of Commerce, a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning).  He is currently undertaking the Master of Financial Planning at Western Sydney University.  

Josh has extensive knowledge of superannuation, retirement planning, risk management and wealth accumulation strategies. He is a member of the Financial Planning Association of Australia (FPA) and the Self Managed Super Fund Association (SMSF Association).

Joshua has lived in the Blue Mountains all his life and is proud to be able to support local sporting clubs and charities.

Joshua Lewis is an Authorised Representative (AR No 292346) of Lewis Financial Services Licence Pty Ltd (AFS Licence No 522904).

Areas of expertise

Josh specialises in:

  • Pre and post retirement planning.
  • Superannuation advice including Self Managed Superannuation Funds.
  • Wealth accumulation strategies.
  • Investment portfolio construction.