Media Releases

When opportunity knocks

30 July 2021

When opportunity knocks chief executive of ClearView Financial Advice and Matrix Planning Solutions Allison Dummett has mastered the art of saying 'yes'. Moving across the world for adventure, she tells Elizabeth McArthur how she never shied away from opportunity. Read more > 

ClearView strengthens commitment to financial advice with key appointment

14 April 2021

Listed diversified financial services company, ClearView Wealth Limited has appointed former Australian Unity Financial Advice executive Tony Mantineo to the newly-created position of Head of Business Growth to spearhead adviser recruitment for the group’s flagship dealer group, Matrix Planning Solutions, and B2B outsourced offer, LaVista Licensee Solutions. Read more > 

Large IOOF-aligned advisory firm selects Matrix

15 March 2021

IOOF-aligned financial advisory firm, Chelsea Wealth Management has signed on to join Matrix Planning Solutions, in a strategic move that will help the business enhance and broaden its value proposition, boost practice efficiencies and continue to grow. Read more >

Matrix named one of Australia’s leading licensees four years in a row

18 September 2020 

Matrix Planning Solutions – three-time winner of the Professional Planner / CoreData Licensee of the Year Award – has been named one of Australia’s leading Australian financial services licensees for the fourth consecutive year. Read more > 

After 20 years, we’ve almost reached peak compliance

August 2019

The chief executive of both Matrix Planning Solutions and Clearview Financial Advice, Allison Dummett, says a lot has changed in the advice compliance landscape over 20 years.

But after two decades, she says, we’re “almost at the end of the journey”. Read more >

Matrix Planning Solutions wins Licensee of the Year award for the third year running

July 2019

Matrix Planning Solutions has been named the 2019 Licensee of the Year by CoreData Research. 

Matrix has also been named Institutionally Affiliated Licensee of the Year.  Read more >

Matrix Planning Solutions takes out top licensee gong for second year running

June 2018

Data insights company, CoreData Research has named Matrix Planning Solutions as the 2018 Licensee of the Year for the second consecutive year, commending the group’s commitment to helping advisers adapt to regulatory change, implement new technologies and grow their businesses. Read more >

Matrix Planning Solutions wins coveted Licensee of the Year Award

June 2017

Matrix Planning Solutions has won the prestigious 2017 Licensee of the Year Award, cementing the group’s
position as Australia’s leading group for professional, client-centric financial advisers. Read more >

Less is the key to sustainable growth in the new advice world: ClearView

26 April 2017

The holy grail of financial advice; sustainable growth, is within reach but advisers must be prepared to tear down and rebuild their value proposition, and shed clients to attain it, according to a new paper by Matrix Planning Solutions. Read more >