MenuJoel Lewis CFP®
About Me
I have worked in Financial Services since 2003 across a range of different areas including funds management, equities and insurance. More specifically I have been a Financial Adviser since 2013 working with a broad range of clients and strategies. My experience and knowledge allows me to tailor customised financial solutions to each client and really get to the heart of what matters most. I am passionate about helping my clients and get great satisfaction from doing so.
Areas of Focus
- Aged care
- Cashflow management
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 11 Years -
Licensed By Future Private Wealth Pty Ltd
