Super-Advice is pleased to announce the appointment of our new Senior Financial Adviser to the Personal Advice Services Team. Joshua Lenz joins the team to strengthen the company’s provision of holistic financial advice.
“Joshua will provide tailored advice to clients in all aspects of their financial affairs,” said Louis Zammit, Director of Personal Advice Services at Super-Advice. “Our advisers take a personalised approach to getting to know our clients, and what their needs and objectives are. Joshua’s expertise will help clients to establish and manage financial priorities, objectives and time frames, and I look forward to Joshua joining our team here in Perth,” said Louis.
Before joining Super-Advice, Joshua served as a Senior Financial Adviser at the National Australia Bank where he was responsible for servicing a range of clients with advice on investments, superannuation, retirement planning, taxation, life insurance, Centrelink, estate planning and debt management. He is a Certified Financial Planner® and is a member of the Financial Planning Association of Australia (FPA).
“My aim is to create value for my clients by growing and protecting their wealth, providing security, support and peace of mind, and ensuring they achieve their financial and life goals. I provide a professional, ongoing relationship built on trust, honesty, integrity and knowledge,” said Joshua.
Joshua and the Personal Advice Services Team is an extension of the service offering of the Corporate Super division at Super-Advice, which provides Superannuation, Insurance and Employee Benefits programs to medium and large corporate clients across Australia.