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Our team

The people you will actually deal with

At Right Advice Wealth Management, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe. Right Advice Wealth Management has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.

Book a free intro chatAbout the practice
Matthew Lewis and Jarrad Page, the Right Advice advisers
  • Jarrad Page, Financial Planner & Director at Right Advice
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    Jarrad Page

    Financial Planner & Director

    Jarrad is a University qualified Financial Adviser who has over 15 years experience in the industry. Jarrad found Right Advice in 2018 with a strong focus on delivering quality financial advice; underpinned by the values most important to him, integrity and honesty. He is both a Director and Financial Adviser in the practice, seeking to provide holistic advice to those who need it.

    Bachelor of Commerce, Financial Planning & Accounting, Griffith University

    Advises on

    • Superannuation & SMSF
    • Retirement planning
    • Investments & ASX 200 portfolios
    • Ownership structures
    • Personal insurance
    • Centrelink & DVA
    • Estate planning
    • Debt management
    • Budget & cashflow
    • Gearing
  • Matthew Lewis, Financial Planner & Director at Right Advice
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    Matthew Lewis

    Financial Planner & Director

    Advising since 2007

    Matt has been advising since 2007 and is a respected and trusted adviser to his clients, with a genuine passion for helping people reach their lifelong goals. He is a director of the practice alongside Jarrad.

    Bachelor of Business, Griffith University

    Advises on

    • Superannuation & SMSF
    • Retirement planning
    • Investments
    • Ownership structures
    • Personal insurance
    • Centrelink & DVA
    • Aged Care
    • Estate planning
    • Debt management
    • Budget & cashflow
    • Margin lending
  • Therese Bates, Practice Support Officer at Right Advice
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    Therese Bates

    Practice Support Officer

    Therese runs the day-to-day administration of the practice and is another point of contact whenever your adviser is unavailable. With over 10 years experience working in Financial Advice practices, if something needs following up, she is usually the reason it already has been done.

    Eleven years supporting financial planning businesses

    Advises on

    • Client service
    • Practice administration
    • Application & claim follow-up

Licensed & accountable

Every adviser here operates under an Australian Financial Services Licence, which sets the standards we are held to and gives you a formal path if you are ever unhappy.

  • Authorised Representatives

    We are Authorised Representatives of SGN Financial Pty Ltd, ABN 40 120 395 904, AFSL 490523.

  • Financial Services Guide

    Available on request. It sets out our services, how we are paid, and our complaints process in full.

  • Qualified, not just licensed

    Both advisers hold relevant university qualifications and meet the ongoing professional standards required to give personal advice in Australia.

  • A formal complaints path

    If something goes wrong you are not reliant on our goodwill. Our complaints policy is documented and available on request.

Get started

Tell us roughly where you are and what you would like to sort out. If we can help, we will explain exactly how and what it costs. If we cannot, we will say so.

Monday – Friday
8:30am – 5:00pm
Saturday
Closed
Sunday
Closed

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By submitting this form you consent to us contacting you about your enquiry. We will never sell or share your details. Right Advice Wealth Management is an Authorised Representative of SGN Financial Pty Ltd ABN 40 120 395 904, AFSL 490523.