Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
8
self-reported band not used
Founded
1999
27 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
MATRIX PLANNING SOLUTIONS LIMITED
ABN45087470200
Legal entities
Show as table · Matrix Planning Solutions Limited: 1 registry entity
| MATRIX PLANNING SOLUTIONS LIMITED | ABN 45087470200 |
|---|---|
| Confirmed matches | 0 of 1 |
A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.
Description
Matrix Planning Solutions Limited is an Australian Financial Services Licensee (AFSL) & Credit Licensee (ACL) AFSL No. 238256 with financial planners throughout Australia. Through this network, we provide strategic financial advice to clients on a range of issues.
Matrix’s main business is providing services to financial advisers to ensure a high level of quality advice to clients. We focus on attracting select numbers of quality financial planning businesses with whom we have close working relationships.
The team at Matrix provide adviser support and guidance in the areas of management, business and software development, compliance, technical advice and operational areas.
We are interested in hearing from advisers who are interested in joining a collegiate network of like-minded, professional advisers who are focused on having the freedom to choose the most appropriate solutions for their clients and control their own destiny.
Specialties
- community
- marketing solutions
- compliance
- strategic advice
- process improvement
- collaboration
- financial advice
- business growth
All 14 specialties
- Adviser Services
- Financial Advice
- Model Portfolios
- Licensee support
- Compliance
- Marketing Solutions
- Strategic advice
- Business Growth
- Process improvement
- Peer Groups
- Professional Develompent
- Technology Support
- Community
- Collaboration
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 14, 20 Bond Street; Sydney, NSW 2000Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
2 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
The people relation is never requested, so there is nothing here to unlock.
FAQ
Which legal entity operates under Matrix Planning Solutions Limited?
One New South Wales entity on the ABR: MATRIX PLANNING SOLUTIONS LIMITED (ABN 45 087 470 200), high confidence.
How many people work at Matrix Planning Solutions Limited?
8 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.
Where does Matrix Planning Solutions Limited have offices?
One address on record, Australia only. Primary: Level 14, 20 Bond Street, Sydney, NSW 2000.
Has Matrix Planning Solutions Limited raised funding?
None linked to this brand.
What does Matrix Planning Solutions Limited list as its specialties?
14 tags on the brand's own list, among them community, marketing solutions and compliance.
Which companies are listed alongside Matrix Planning Solutions Limited?
Eight peer profiles on record: Commonwealth Bank and Direct Wealth.