Joshua Lewis Managing Director and Financial Advisor of Lewis Financial Advisory Group

Joshua Lewis Managing Director and Financial Advisor of Lewis Financial Advisory Group have been a member of Business Referral Group, Blue Mountains Chapter for since 2009.

Josh has worked in the financial services industry for over 10 years, providing financial advice and developing innovative financial strategies for both personal and corporate clients in the Blue Mountains and Australia wide. Prior to this he was a corporate accountant for a large multi-national company for 6 years.

Josh is a CERTIFIED FINANCIAL PLANNER® professional and a SMSF Specialist Advisor™. He also holds a Bachelor of Commerce in Management and Accounting, a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning).

Lewis Financial Advisory Group is a family business which was founded over 25 years ago on the philosophy that our clients must be the major beneficiaries of any advice we provide, and that this commitment is one which is not negotiable.

Clients of Lewis Financial Advisory Group have access to trusted professionals to lead them, and collaborate with them, in making the crucial decisions which they will undoubtedly need to make throughout their lives. With that comes a profound sense of security and a sense of empowerment.

The clients we choose to partner with are those that share our values of integrity, genuineness, respectfulness and who are seeking to enhance their lives, and the lives of their family, through lawful and ethical financial advice.