Corporate Profile

Matrix is a public, unlisted Australian company, headquartered in Sydney. We have adviser offices throughout New South Wales, Queensland, ACT, South Australia and Western Australia.

Our main business is providing services to financial advisers to ensure a high level of quality advice to clients. We focus on attracting select numbers of quality financial planning businesses with whom we have close working relationships.

Prospera Pty Ltd, a provider of leading edge financial planning and modelling software, is a wholly owned subsidiary of Matrix.

There are 20 staff employed by Matrix and Prospera in the areas of business development, software development, compliance, technical and operational areas.

Matrix is 100% owned by advisers and management.

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Latest News:

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If you receive a refund this year, have you given any thought to what you might do with that extra money?

10 reasons why you should call your adviser
Your financial plan needs to support your goals, whatever changes may occur in your life. To ensure your adviser can do the best job for you, make sure you keep in touch.

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