Our New Australia Financial Services Licensee is Fully Operational!

November 16, 2020 8:22 pm

Our new AFSL, Strategic Advice Australia, is now in full operation and has replaced Matrix Planning Solutions who served us well for almost 19 years!

A close colleague of mine, also a Matrix advisor, and I decided to establish our own license to achieve greater transparency and further distance ourselves from any perceived conflicts of interest at the product level.

We will maintain access to all our contacts with our current investment and insurance product and service providers.

Strategic Advice Australia Pty Ltd is bound by the same governing bodies and regulations as Matrix Planning Solutions. This includes ASIC, the Corporations Act and the Privacy Act.

We look forward to continuing our current service and will be there to help you achieve, both, your lifestyle and financial goals and make smart decisions with your money!