Company Profile
Matrix Planning Solutions Limited (ABN 45 087 470 200) AFSL No 238256 is a wholly owned subsidiary of Centrepoint Alliance Limited (ABN 72 052 507 507) which is listed on the ASX. We have Licensee offices in Sydney, Brisbane, Gold Coast and Melbourne. We also have Licensee Team members based in Adelaide and Perth. We 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.