Matthew Lewis
Financial Adviser
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About
Matthew Lewis is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Matthew holds a Bachelor of Commerce (Finance) from Edith Cowan University (2022) and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2025). This strong educational foundation equips him with the knowledge and skills to provide comprehensive financial guidance. Matthew is authorized to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. His expertise ensures clients receive well-informed recommendations aligned with their unique circumstances. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies Ready to take control of your financial future? Contact Matthew today for a consultation and discover how he can help you build a secure and prosperous tomorrow.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Matthew Lewis offer?
Matthew Lewis provides advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. He can help you build a comprehensive financial plan tailored to your needs.
What qualifications does Matthew Lewis have?
Matthew Lewis holds a Bachelor of Commerce (Finance) from Edith Cowan University and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
What is the process of working with Matthew Lewis?
The process typically begins with an initial consultation to understand your financial goals and current situation. Matthew will then develop a tailored financial plan, implement the strategies, and provide ongoing reviews to ensure you stay on track.
How can retirement planning advice from Matthew Lewis benefit me?
Matthew can help you develop a comprehensive retirement plan, including strategies for superannuation, investments, and income streams, to ensure a comfortable and secure retirement.
Does Matthew Lewis provide insurance advice?
Yes, Matthew can advise on various insurance products, including Life Risk Insurance and Investment Life Insurance, to protect you and your family from unforeseen events.
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