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MATRIX PLANNING SOLUTIONS LIMITED
AFSL 238256 · ABN 45087470200 · BUNDALL, QLD · Licensed since 2004
InstitutionalNational
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128
Advisers
19 yrs
Avg. adviser experience
6
States
9%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ MDA✓ Derivatives✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 54%SMSF Assoc. 3%CPA 2%AIOFP 1%
% of current advisers holding each professional membership
States: ACT, NSW, QLD, SA, VIC, WA
Corporate group: CENTREPOINT ALLIANCE LIMITED
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