Joel Lewis

Financial Adviser

ASIC adviser number:
001003850
Qualifications and training:

2003, Bachelor of Commerce (Financial Planning & Management), Bachelor Degree (AQF 7), Deakin University
2018, Certified Financial Planner, Professional Designations, Financial Planning Association of Australia
2020, ACS Accredited Aged Care Professional, Other, Aged Care Steps
2020, Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan

When adviser first provided advice:
2014
Membership of professional associations:

Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA), Certified Financial Planner

Disciplinary action by ASIC:
None
Location:
L 1 6 RIDDELL Pde
Elsternwick  VIC  3185
AFS licence holder name:
Future Private Wealth Pty Ltd
AFS licence number:
000527243
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».