Matt Kallis

Authorised Representative Financial Adviser

Bio.

“Matt takes a genuine interest in getting to know and help his clients. While, he is very knowledgeable on investments, he also is a considerate and open person that asks questions that go beyond the surface. Matt has challenged us to think beyond wealth and security as a goal, but rather a means to more fulfilling pursuits.”

Matt has over fifteen years experience as a Financial Adviser. He specialises in the area of investments; in particular portfolio construction and financial markets. Matt is responsible for the recommendation of all investment products within the firm with a focus on creating portfolios that are both robust and ‘best-of-breed’. He is passionate about economics and financial markets and helping clients understand the intricacies of these areas.

Matt holds a Bachelor of Business majoring in Economics and Banking and Finance. He has also completed a Graduate Diploma in Financial Planning and is accredited to provide advice on listed securities. He is currently completing his Masters of Financial Planning through Griffith University.

Matt is a Varria shareholder.

Matt’s Authorised Representative No. is 283155.

Qualifications

Bachelor of Business majoring in Economics and Banking and Finance
Advanced Diploma of Financial Services (Financial Planning)
Self Managed Super Fund Accreditation (Kaplan)
Direct Equities Accreditation (Kaplan)