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4.75
1 Review

Joshua Fileti

Synergy Private Wealth Pty. Ltd.

Gold
13 Yrs Experience
Adelaide, SA 5000

I have worked in the financial services profession for many years and enjoy helping clients through many of life’s hurdles. With the right foundations in place, many of my clients have the comfort in knowing that they are in control - so they can focus on what matters most.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 1
  • First year providing advice 2012
  • Years of experience 13
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Synergy Private Wealth Pty. Ltd.

Level 6, 55 Grenfell St
Adelaide, SA 5000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Paragem Pty Ltd

AFSL 297276