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Josh Frisetti

Joshua Fileti

Joshua personally built Synergy Private Wealth as a boutique advice practice – built for life enrichment. This is achieved through the power of a strong collaborative partnership, working closely with clients to define, plan and execute.

Joshua is passionate about helping his clients through many of life’s hurdles and has a proven ability to guide his clients through various stages in life. With the right foundations in place, Joshua’s clients have the comfort in knowing that they are in control so they can focus on things that matter most.

In 2019 Joshua decided to change his licencing partner and decided to be aligned with Fitzpatrick’s Private Wealth. This enabled Joshua to keep his promises to clients by providing advice that mirrors his own personal values.

Outside of being the principal adviser at Synergy Private Wealth, Joshua is married and has two young children. As a family, you’ll often find Joshua enjoying time with his wife and two young children at the beach.

Qualifications/Memberships

  • Bachelor of Business (Swinburne University)
  • Advanced Diploma of Financial Services
  • FPA Member
  • Member of Royal Association of Justices of South Australia Inc.

Areas of expertise

Asset Protection and Business Structures

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Centrelink Benefits

Key Person Insurance Strategies

Experience

Over 12 years, working in various roles.

Contact details

Joshua Fileti

0449 526 441

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Level 3, 12 Pirie Street, Adelaide SA 5000

0449 526 441

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