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.

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