Our Company

Company Profile

Matrix Planning Solutions Limited (ABN 45 087 470 200) AFSL and ACL No 238256 is a wholly owned subsidiary of ClearView Wealth Limited (ABN 83 106 248 248), which is listed on the ASX. We are headquartered in Sydney and have Adviser offices throughout New South Wales, Queensland, ACT, South Australia and Western Australia.

Matrix’s 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.

Matrix employs staff in the areas of management, business development, compliance, technical advice and operations, to support Advisers in running an efficient and sound advice business.