Media Releases

When opportunity knocks

When opportunity knocks chief executive of ClearView Financial Advice and Matrix Planning Solutions Allison Dummett has mastered the art of saying 'ye....

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ClearView strengthens commitment to financial advice with key appointment

Listed diversified financial services company, ClearView Wealth Limited has appointed former Australian Unity Financial Advice executive Tony Mantineo....

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Large IOOF-aligned advisory firm selects Matrix

IOOF-aligned financial advisory firm, Chelsea Wealth Management has signed on to join Matrix Planning Solutions, in a strategic move that will help th....

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

Matrix Planning Solutions – three-time winner of the Professional Planner / CoreData Licensee of the Year Award – has been named one of Australia....

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After 20 years, we’ve almost reached peak compliance

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

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

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

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

Data insights company, CoreData Research has named Matrix Planning Solutions as the 2018 Licensee of the Year for the second consecutive year, commend....

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Matrix Planning Solutions wins coveted Licensee of the Year Award

Matrix Planning Solutions has won the prestigious 2017 Licensee of the Year Award, cementing the group’s position as Australia’s leading group fo....

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

The holy grail of financial advice; sustainable growth, is within reach but advisers must be prepared to tear down and rebuild their value proposition....

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