FL
Frank Liszczak
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Work Experience
Principal
1999 - Present · 25 years and 11 months
Company Details
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.
Year Founded
1999
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
Level 14, 20 Bond Street Sydney, NSW 2000, AU
Keywords
Adviser ServicesFinancial AdviceModel PortfoliosLicensee supportComplianceMarketing SolutionsStrategic adviceBusiness GrowthProcess improvementPeer Groups
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