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.
We would like to introduce you to our team.
Jarrad Page
Jarrad Page
Financial Planner & Director
Bachelor of Commerce - Financial Planning / Accounting (Griffith University)
Jarrad Page prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.
I am authorised to provide advice in the following areas:
- Superannuation
- Centrelink / DVA
- Retirement planning
- Investments, including savings plans
- Ownership and structures (e.g. discretionary and
family trusts) - Approved ASX listed investments within the ASX 200
- Self-managed superannuation
- Personal insurance
- Portfolio review
- Budget and cash flow planning
- Estate planning
- Debt management
- Ongoing advisory services
- Gearing
- Referrals to specialists (eg accountants, solicitors)
I am authorised to deal in the following products:
- Deposit and payment products
- Retirement savings accounts
- Derivatives
- Securities
- Life investment or life risk products
- Superannuation
- Interests in managed investment schemes, including
investor directed portfolio services (IDPS)
Matthew Lewis
Matthew Lewis
Financial Planner & Director
Bachelor of Business – Griffith University
Matt began his career as a Financial Planner in 2007 and has since become a respected and trusted adviser to his clients. Matt brings with him over 12 years experience in the Financial Services Industry and has a genuine passion for assisting people reach their lifelong goals.
I am authorised to provide advice in the following areas:
- Superannuation
- Centrelink / DVA
- Retirement planning
- Investments, including savings plans
- Ownership and structures (e.g. discretionary and
family trusts) - Self-managed superannuation
- Personal insurance
- Portfolio review
- Budget and cash flow planning
- Estate planning
- Debt management
- Ongoing advisory services
- Gearing
- Referrals to specialists (eg accountants, solicitors)
I am authorised to deal in the following products:
- Deposit and payment products
- Retirement savings accounts
- Derivatives
- Securities
- Life investment or life risk products
- Superannuation
- Interests in managed investment schemes, including
investor directed portfolio services (IDPS) - Standard margin lending facilities
Therese Bates
Therese Bates
Practice Support Officer
Therese joins the team as our Practice Support Officer. Therese will be responsible for the day to day administration management of the business and will be your point of contact should you be unable to reach your adviser.
Therese brings eleven years' experience in supporting Financial Planning businesses and has a clear understanding of what is important to clients. In addition to her knowledge and experience in the Financial Service Industry, Therese also enjoys working with clients to achieve their goals.