FAQs

  • Q: What is an Australian Financial Services Licensee?

    A:  An Australian Financial Services Licensee or AFSL is a legal structure for the provision of financial advice in Australia.   As an AFSL, Matrix is responsible for monitoring and supervising Matrix advisers, ensuring they are appropriately trained and are able to provide services fairly, efficiently and honestly.   Our advisers must pass police and reference checks to be appointed and maintain quality standards in education and advice.

  • Q: Is Matrix affiliated with a bank or financial institution?

    A:  No, Matrix is independently owned with a wide ranging Approved Product List with over 50 providers.

  • Q: Do Matrix advisers work on commissions or fee for service?

    A:   Matrix advisers are able to offer you services using your preferred charging method.  Each adviser outlines his or her charge structure in a Financial Services Guide (FSG) which is provided to you prior to implementing advice. 

  • Q: Is my money invested with Matrix?

    A:  No, Matrix does not directly manage any client money and your adviser can only implement transactions on your product accounts with your authority. 

 

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