Matrix Planning Solutions Limited (Matrix) is an Australian financial services company consisting of more than 90 leading Financial Advisers who have joined together under Matrix’s Australian Financial Services License (AFSL) and Australian Credit License (ACL) no 238256, to provide needs based advice to Clients on a range of issues.

Matrix is a Professional Partner of the Financial Planning Association of Australia (FPA).  As a Professional Partner of the FPA, Matrix Advisers are committed to meeting the FPA professional standards and code of conduct.

When you choose a Matrix adviser, you have the security of knowing you are dealing with an elite organisation. Each Matrix adviser must meet stringent ongoing educational and professional development requirements.

In terms of product research, software and technical support, your Matrix adviser is provided with up-to-date information on a regular basis. Matrix advisers have access to these extensive resources allowing them to either specialise or to offer a wide range of financial advice from wealth creation and risk protection to retirement planning. Matrix keeps up to date on current and future financial trends.

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