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NM

Nada Maticevic

Financial Adviser

Incito Wealth Pty Ltd
Perth, WA 6000

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About

Nada Maticevic is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping her clients achieve their financial goals with clarity and confidence. With a career spanning over two decades, Nada combines extensive experience with a commitment to ongoing education, ensuring she provides the most up-to-date and effective advice. Nada holds an 8-unit Diploma of Financial Planning from the Financial Planning Association of Australia Limited (2003), earned the Certified Financial Planner designation in 2005, and completed a Bachelor of Business (Economics and Finance) from Edith Cowan University in 2010. Her dedication to ethical practice is reflected in her completion of FPC002B Ethics and Professionalism in Financial Advice from Kaplan Higher Education in 2021. Nada is also a proud member of the Financial Advice Association of Australia (FAAA). Nada is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Her broad knowledge base allows her to create tailored strategies to meet each client's unique needs. Key services Nada offers include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Ready to take control of your financial future? Contact Nada Maticevic today to schedule a consultation and discover how she can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance solutions Investment advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000489444

Verify on ASIC Register

Authorised Representative Number

000242659

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Nada Maticevic offer?

Nada specialises in superannuation advice, insurance, wealth management, and retirement planning. She can also provide guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Nada Maticevic have?

Nada holds an 8-unit Diploma of Financial Planning, is a Certified Financial Planner, and has a Bachelor of Business (Economics and Finance). She also completed a course on Ethics and Professionalism in Financial Advice.

How does Nada Maticevic approach financial planning?

Nada takes a personalised approach, working closely with each client to understand their unique circumstances and financial goals. She then develops tailored strategies to help them achieve those goals with confidence.

What can I expect during my first meeting with Nada Maticevic?

During your initial consultation, Nada will discuss your current financial situation, your goals, and your risk tolerance. This will help her develop a preliminary understanding of your needs and how she can best assist you.

Is Nada Maticevic a member of any professional associations?

Yes, Nada is a member of the Financial Advice Association of Australia (FAAA).

Get in Touch

Contact Nada directly for personalised advice.

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