About our practice

Lewis Financial Advisory Group

Financial leadership

Lewis Financial Advisory Group provides professional wealth management which is delivered through ‘financial leadership’. Financial leadership is aimed solely at providing you with that level of knowledge and guidance in order to enable you to make informed decisions and be comfortable with them.

Clarity, peace of mind, confidence

We understand that the financial world can be both complex and intimidating. The benefits we can provide to you are:

  • clarity - in order to simplify the management and protection of your wealth;
  • peace of mind - that you are making the most of your current situation; and
  • confidence - that future opportunities have been identified and that you are positioned to take advantage of them.

Shared values

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.

True professionalism

We believe we have earned the right to call ourselves true professionals and are genuinely committed to putting your interests first. We provide a highly personalised service based on mutual trust and the development of long-term relationships.

Security, empowerment

We are a long-standing family business that has been providing financial advice and developing innovative financial strategies for almost 25 years. As a client of Lewis Financial Advisory Group you will have access to trusted professionals to lead you, and collaborate with you, in making the crucial decisions which you will undoubtedly need to make throughout your life. With that comes a profound sense of security and a sense of empowerment.

 

Josh Lewis (Authorised Representative of Hillross)

Financial Advisor

 

Qualifications

  • Certified Financial Planner™ (CFP)®
  • Bachelor of Commerce (Management & Accounting) - University of Western Sydney & Charles Sturt University
  • Advanced Diploma in Financial Services (Financial Planning)
  • Diploma in Financial Services (Financial Planning)

 

Biography

Josh joined the Financial Services Industry and our practice in 2003 and became an Authorised Representative of Hillross in 2005. Prior to becoming a Financial Advisor, Josh was a Corporate Accountant for 6 years.