Matrix Planning Solutions – Best of the Best Overall Licensee Award Winner

I am thrilled to inform you that Matrix Planning Solutions has been selected as the 2018 CoreData/Professional Planner Best of the Best Overall Licensee Award Winner.

As you are aware, I am licensed under Matrix Planning Solutions to operate as a financial adviser.

Matrix provides a range of services including Compliance, Investment Research, technology solutions and technical advice services (financial modelling, superannuation, insurances etc).

The award winner was decided via research by CoreData which was derived from the responses of more than 1500 advisers.

These advisers work with more than 30 different Licensees and manage the financial affairs of more than a quarter of a million Australians.

The data, which was gathered via online survey, allowed financial advisers to rate their licensee’s support and leadership across the critical areas which drive services delivered to clients.

Since 2002, CoreData has been using this research to benchmark the ‘Best of the Best’ in financial services.

Jon Shirley