Financial Adviser · PERTH, WA

Nada Maticevic

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000242659

Nada Maticevic is a financial adviser based in Perth, Western Australia, with 26 years of experience in the financial services industry. Nada is currently authorised under Integro Holdings (WA) Pty Ltd. Nada holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Nada is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2005
Certified Financial Planner
Financial Planning Association of Australia Limited
2010
Bachelor of Business (Economics and Finance)
Edith Cowan University
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Dec 2023 - Present Current
Aug 2017 - Dec 2023 Ceased
Jul 2016 - Aug 2017 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
GWM ADVISER SERVICES PTY LTD
Dec 2003 - Jun 2016 Ceased

Source: ASIC Financial Advisers Register