Matrix Planning Solutions Limited is a wholly owned subsidiary of ClearView, an Australian owned company listed on the ASX. Neither ClearView or Matrix are owned, or aligned with, any large national or international financial service institution, so they have more flexibility and are free of bureaucracy when it comes to looking after Advisers and their clients.
Matrix is headquartered in Sydney and has 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 they can provide a high level of quality advice to their clients. Matrix focuses on attracting select numbers of quality financial planning businesses with whom they 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.