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Personal Profiles

Zuraida Ariffin

Zuraida Ariffin CFP® - Principal
Senior Financial Planner

Diploma of Financial Planning from Deakin University
Master of Science, Australia National University
Bachelor of Science, University of Sussesx – U.K.

In 1987, eager to break into the world of investing, Zuraida decided to re-position her career in the field of financial planning. Over the next fourteen years she held advisory positions with Monitor Money, GIO, Legal & General, and Capital Financial Services. In 2001, she became the principal of her own business, now called Zuraida Ariffin Wealth Creation.

Not holding back, Zuraida became a CERTIFIED FINANCIAL PLANNER™ practitioner and a Financial Planning Association ACT Chapter Committee Member. Her vision for the business centred around building strong client relationships and on providing personalised financial advice to meet the exclusive needs of the individual. Today that vision is a reality.

Her efforts were recognised when she was selected as the 2007 NSW/ACT state winner in the Financial Planning Association’s Value of Advice Award in the Wealth Accumulation category, for helping a young couple to grow their wealth by 26 fold over 10 years.

This is a valuable recognition of Zuraida's dedication and passion for providing an exceptionally high standard of advice to her clients.

Zuraida also runs her own Self Managed Super Fund and believes in doing what she 'preaches'. Zuraida works closely with her clients and their changing circumstances and is keen to point out that while the value of advice is realised over a period of time, it cannot solely be measured in numerical terms. There is an immense emotional value to be gained from the peace of mind associated with a structured plan.

 

Fara Johar

Fara Johar - Operations Manager

Masters in Management
BSc in Business Information Systems and Business Studies
Diploma in Information Management

As a member of various societies at university, Fara was responsible for organising a number of significant projects. This experience provided the foundation for her current position where she is responsible for the smooth management of operations. The effective execution of her responsibilities requires her to wear many ‘hats’ as she’s also in charge or marketing, compliance, human resources, administration...let’s just say an all-rounder. This does not mean that she is averse to helping out in other areas of the business, particularly with client queries.

 

Our Dealer Group

Matrix Planning Solutions Ltd (Matrix) is an independently owned Australian financial services company. More than 80 leading financial advisers have joined together under Matrix’s Australian Financial Services License to provide needs based advice to clients on a range of issues.

We believe in the benefits of sound advice. Based on your stage of life and financial success, we are able to develop a plan to take you to the next stage of your financial goals.

Matrix Planning Solutions Limited is an Australian Financial Services Licensee and Life Insurance Broker, AFSL No. 238256. Matrix is also a Principal member of the Financial Planning Association of Australia (FPA).

 

Authorised Representative of Matrix Planning Solutions Limited. AFSL No. 238256. ABN 45 087 470 200