Financial Planning

Michael ZdrilicHere at Maddison we work closely with Financial Adviser, Michael Zdrilic.

Michael is a Director of Merit Planning (CBD) Pty Ltd, which is a Corporate Authorised Representative (435642) of Merit Wealth Pty Ltd (ABN 89 125 557 002) which operates under Australian Financial Services Licence No. 409361.

Michael is able to provide you with tailored financial advice and can provide assistance in the following areas;

  • Wealth Accumulation
  • Financial Product Advice
  • Superannuation
  • Self Managed Superannuation Funds
  • Retirement Planning
  • Succession Planning
  • Wealth Protection
  • Life Products Including Life and Disability Insurance
  • Gearing Strategies
  • Estate Planning
  • Social Security Entitlements

We work closely with Michael in providing financial solutions for our clients. This relationship ensures that you will have the ownership structure and taxation position fully considered prior to implementing any recommended strategy.

If you would like to speak to Michael you can contact him directly on 02 9955 4492 or via email Michael.Zdrilic@meritcbd.com.au, alternatively you may contact us to arrange an appointment.

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