Who We Are
Matrix Planning Solutions Ltd AFSL No 238256 is one of Australia’s leading dealer groups for professional financial advisers and part of the Centrepoint Alliance adviser network.
We back you to provide the support, services and knowledge you need to help you meet the needs of your clients and grow your business. We can support you no matter where you are in your journey. When you join us, you join a community of over 500 like-minded professionals providing the highest quality advice to their clients.
The team at Matrix have a long and proven track record of supporting advisers and their staff and clients, dating back to 1999.
What makes us different?
- Our strong community of high quality professional advisers
- The breadth and depth of our services
- Our services are delivered in-house, not outsourced to a third-party
- We have an industry leading advice technology platform. Our Xplan Team is one of the largest in the market
- We leverage our scale to ensure you have access to the best rates in the market for third-party vendors
- We pride ourselves on service quality and track every interaction with Salesforce.com
- Centrepoint Alliance is a publicly listed company (ASX: CAF) so you have full transparency through ASX reporting
Our key services include:
- Comprehensive suite of governance and compliance services
- Practice development and consultation
- Education and training
- Advice technology and templates
- Technical services and support
- Investment research