Financial Planner Profile

Name: Matt Dragovic

Qualifications:

Matt has over 15 years in the Financial Services Industry.

Qualified and Experienced in many areas of personal advice

Matt provides advice to people who are seeking to create wealth, wanting to protect their wealth and looking to achieve a comfortable retirement lifestyle. I like helping people change their lives. I feel satisfied when I see them enjoying a life full of fun, freedom, fulfillment and whilst making a living.

Honours & Awards:

  • AdvantEDGE Summit 2017 BT Financial Group – Qualifier for annual Conference
  • AdvantEDGE Summit 2015 BT Financial Group – Qualifier for annual Conference
  • AdvantEDGE Summit 2014 BT Financial Group – Qualifier for annual Conference
  • Financial Planners ” Planners Planner ” 2014 BT Financial Group
  • Rising Star – Financial Planner 2013 BT Financial Group

Financial Planning Services:

  • Superannuation
  • Cash management trusts
  • Retirement income streams
  • Direct fixed interest
  • Retail & wholesale managed investment schemes
  • Socially responsible investments

  

  • Master trust products
  • Superannuation products
  • Personal and group insurance
  • Business succession insurance
  • Direct shares