Authorised representatives of MATRIX PLANNING SOLUTIONS LIMITED
741 people and firms have been authorised to act for MATRIX PLANNING SOLUTIONS LIMITED under AFS licence 238256 — the 62nd largest of the 332 licensees with a page here. 221 of those authorisations are current; 589 have ended.
810authorisations
221current
589ended
510also authorised elsewhere
2004first on record
Why the licensee is the name that matters
An authorised representative acts for a licensee. Under AFCA's rules a complaint about a representative is normally made against the licensee — so if you dealt with someone on this page, MATRIX PLANNING SOLUTIONS LIMITED is usually the name that goes on the complaint, not theirs.
510 of the 741 representatives here have also been authorised by at least one other licensee. For those, the dates decide which licensee answers for which advice. How to read the dates.
AFS licence 238256 · ABN/ACN 45087470200 · licensed since 19/01/2004 · Queensland
Representatives of MATRIX PLANNING SOLUTIONS LIMITED
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| A.C.N. 611 052 174 PTY LTD | 001241348 | 09/01/2020 | 19/08/2024 | Ceased |
| A.L.I. GROUP PTY LTD | 001259343 | 26/10/2017 | 15/02/2019 | Ceased |
| A2B FINANCIAL MANAGEMENT PTY LTD | 000325547 | 12/05/2008 | 21/05/2009 | Ceased |
| ABFP PTY LTD | 000338893 | 22/03/2010 | — | Current |
| ABOUT THE GOAL FINANCIAL SOLUTIONS PTY LTD | 000417698 | 03/08/2016 | — | Current |
| ACCESS PLANNING SOLUTIONS PTY LTD | 000289065 | 30/05/2005 | 19/09/2008 | Ceased |
| ACE - I.R.M. FINANCIAL SERVICES PTY LTD | 000299930 | 03/04/2006 | 01/05/2008 | Ceased |
| ACN 106 837 076 PTY LTD | 000285296 | 20/05/2016 | 29/09/2017 | Ceased |
| ADAMS, CHARLES | 000410760 | 01/09/2011 | 14/09/2012 | Ceased |
| ADAMS, ROLANDA MONICA | 000263666 | 29/11/2007 | 29/09/2022 | Ceased |
| ADVANTAGE ONE FINANCIAL SERVICES PTY LTD | 000308889 | 25/05/2009 | — | Current |
| ADVICE FOR LIVING PTY LTD | 000415603 | 15/09/2020 | 12/05/2022 | Ceased |
| AGRANAT, ROY PHILIP | 000260009 | 14/10/2022 | — | Current |
| AKEROYD, BRENDAN JAMES | 000316426 | 09/08/2007 | 04/02/2011 | Ceased |
| ALLEN, RUSSELL | 000252875 | 19/01/2004 | 18/06/2008 | Ceased |
| ALPHAGEN FINANCIAL SERVICES PTY LTD | 000403729 | 01/06/2026 | — | Current |
| ALVERS, JESSICA ANNE | 001245500 | 22/07/2016 | 05/11/2021 | Ceased |
| ANDERSON, KAYLEIGH | 000321665 | 02/03/2026 | — | Current |
| ANSTIS, CHARLES JOHN | 000279139 | 10/08/2004 | 31/03/2011 | Ceased |
| ARCADIUM ADVICE PTY LTD | 001281398 | 17/04/2020 | — | Current |
| ARIFFIN, ZURAIDA | 000245800 | 28/03/2008 | 16/08/2021 | Ceased |
| ARIS, JAMES PHILLIP | 001263822 | 04/05/2018 | 28/01/2021 | Ceased |
| ARTHUR FINANCIAL SERVICES PTY LTD | 001277859 | 06/09/2019 | — | Current |
| ARTHUR, WAI PING | 000245804 | 06/09/2019 | — | Current |
| ASAP FINANCIAL ADVISING PTY LTD | 000443364 | 07/08/2013 | 15/05/2017 | Ceased |
| ASHFORD, LEONIE SHARON | 000346121 | 29/03/2010 | 01/10/2012 | Ceased |
| ASHMAN, SCOTT | 000235321 | 24/11/2025 | — | Current |
| ASK FINANCIAL GROUP PTY LTD | 000302331 | 20/06/2006 | 05/10/2018 | Ceased |
| ASPIRE WEALTH & PROTECTION PTY LTD | 000385330 | 01/11/2016 | — | Current |
| Armstrong, Stephen Alan | 001270617 | 09/12/2018 | 04/10/2019 | Ceased |
| Ashcroft, Melissa Jane | 001273204 | 24/12/2018 | 14/01/2019 | Ceased |
| BACSKO, ROBERT | 000252837 | 19/01/2004 | 01/12/2004 | Ceased |
| BAKER, CINDELL | 000311777 | 04/04/2020 | — | Current |
| BALANCE FINANCIAL SOLUTIONS PTY LIMITED | 001246307 | 26/09/2022 | 31/01/2023 | Ceased |
| BALGERA GROUP PTY LTD | 001006754 | 22/11/2019 | — | Current |
| BALGERA, DAMIEN ARTHUR | 001002948 | 22/11/2019 | — | Current |
| BANCROFT, BENJAMIN PAUL | 000307166 | 01/11/2006 | 18/12/2009 | Ceased |
| BATSON, DEBORAH-ANN | 000307525 | 01/07/2021 | — | Current |
| BDCU LIMITED | 001274540 | 17/09/2021 | 03/03/2023 | Ceased |
| BELL, BRADLEY JAMES | 000250436 | 20/09/2021 | — | Current |
| BELLAS, JOHN PETER | 000235787 | 30/01/2020 | — | Current |
| BENDEICH, MELINDA JANE | 000406158 | 20/10/2021 | — | Current |
| BERRY FINANCIAL SERVICES PTY LIMITED | 000427825 | 10/10/2021 | — | Current |
| BHUYAN, OVEE | 001002715 | 01/12/2023 | 31/10/2024 | Ceased |
| BHUYAN, OVEE | 001002715 | 01/11/2024 | 26/06/2026 | Ceased |
| BIDWELL, WARRICK | 000252839 | 19/01/2004 | 31/12/2007 | Ceased |
| BILLINGTON, BRETT GRAHAM | 000332579 | 01/12/2008 | 01/05/2009 | Ceased |
| BINDON-HOWELL, ROBERT GORDON DOUGLAS | 000236537 | 18/10/2021 | 26/06/2026 | Ceased |
| BINDON-HOWELL, ROBERT GORDON DOUGLAS | 000236537 | 01/07/2026 | — | Current |
| BIRT, DAVID | 000252876 | 19/01/2004 | 16/10/2020 | Ceased |
| BLAKE, CHRISTOPHER | 000296245 | 23/10/2007 | — | Current |
| BLUEPRINT FINANCIAL PLANNING HUNTER VALLEY PTY LTD | 000301081 | 11/05/2006 | — | Current |
| BLUEPRINT FINANCIAL PLANNING PTY LIMITED | 000286637 | 31/03/2005 | 16/10/2020 | Ceased |
| BLUEWOOD FINANCIAL ADVICE PTY LTD | 001289318 | 30/06/2021 | — | Current |
| BLUEWOOD WEST PTY LTD | 001312123 | 25/10/2024 | — | Current |
| BLYTON, MICHAEL ANTHONY | 000409071 | 27/07/2011 | 30/06/2014 | Ceased |
| BMP ADVISORY PTY LTD | 001263122 | 05/04/2018 | 12/08/2020 | Ceased |
| BOLTE, SUZANNE | 000279537 | 22/08/2005 | 25/11/2005 | Ceased |
| BONA FIDE ADVICE PTY LTD | 001256785 | 25/07/2017 | 07/11/2019 | Ceased |
| BOQ SPECIALIST PTY LTD | 000286935 | 07/04/2005 | 12/12/2007 | Ceased |
| BORDUN, NATALIE | 000299661 | 19/05/2011 | 23/08/2011 | Ceased |
| BOYCE, JANE ELIZABETH | 000323922 | 02/04/2008 | 29/07/2011 | Ceased |
| BOYLE, RICHARD JOHN | 000406151 | 14/09/2021 | — | Current |
| BP (ACT) PTY LTD | 000453944 | 26/11/2021 | — | Current |
| BRACK, CHRISTOHPER JOSEPH | 000264211 | 12/05/2008 | 20/03/2009 | Ceased |
| BRAD BELL PTY LTD | 000456039 | 20/09/2021 | — | Current |
| BRADBURY, KEVIN | 000252874 | 19/01/2004 | 05/10/2006 | Ceased |
| BRADBURY, KEVIN | 000252874 | 05/10/2006 | 03/07/2018 | Ceased |
| BRADSHAW, MITCHELL MACARTHUR | 000466768 | 13/10/2014 | 10/04/2024 | Ceased |
| BRETAG, MARK | 000252840 | 19/01/2004 | 02/08/2005 | Ceased |
| BRIAN COLLINS INSURANCE & FINANCIAL SERVICES PTY. LTD. | 000252812 | 19/01/2004 | 28/09/2006 | Ceased |
| BRINE, BEVERLEY JOY | 000239345 | 17/01/2012 | 01/11/2012 | Ceased |
| BRITTAINS ACCOUNTANTS & ADVISORS PTY LTD | 000341161 | 20/02/2018 | — | Current |
| BROWN, MARK ANDREW | 000274055 | 11/02/2005 | 11/04/2006 | Ceased |
| BRUINS, MAX | 000309611 | 01/02/2022 | — | Current |
| BUCKLEY, JOHN DANIEL | 000273630 | 28/10/2022 | — | Current |
| BULLOCH, WILLIAM | 000252841 | 19/01/2004 | 09/02/2004 | Ceased |
| BURROWS, ASHA RENEE | 000338635 | 29/06/2009 | 17/10/2023 | Ceased |
| BURROWS, ASHA RENEE | 000338635 | 18/10/2023 | — | Current |
| BUTTERFIELD, PHILIP | 001269918 | 07/01/2020 | — | Current |
| BUTTERFIELD, PHILIP | 001269918 | 25/10/2024 | — | Current |
| BUTTERFIELD, PHILIP | 001269918 | 25/10/2024 | — | Current |
| BUZZA, PETER | 000252877 | 19/01/2004 | 01/08/2024 | Ceased |
| Bailey, Christopher John | 001270618 | 09/12/2018 | 14/01/2019 | Ceased |
| Bailey, Christopher John | 001270618 | 14/06/2019 | 18/09/2020 | Ceased |
| Bakare, Priya Suresh | 001243629 | 29/06/2016 | 10/04/2024 | Ceased |
| Boller, Jeremy | 001001995 | 18/11/2015 | 03/02/2023 | Ceased |
| Bottaro, Anthony Peter | 001007511 | 28/08/2017 | 18/06/2018 | Ceased |
| Bouton, Rosana Mere | 001261297 | 19/12/2024 | 29/08/2025 | Ceased |
| Bretton, Jennifer Mary | 001271570 | 17/12/2018 | 14/01/2019 | Ceased |
| Broadway, Brogan Jean Beryl | 001257241 | 09/08/2017 | 06/05/2026 | Ceased |
| Broadway, Brogan Jean Beryl | 001257241 | 07/05/2026 | — | Current |
| Burrows, Trent Ryan | 001266790 | 14/08/2018 | 08/04/2021 | Ceased |
| Buzza, Chloe Anne | 001246110 | 14/12/2018 | 01/11/2019 | Ceased |
| Buzza, Chloe Anne | 001246110 | 06/12/2019 | 09/12/2019 | Ceased |
| Buzza, Chloe Anne | 001246110 | 01/07/2022 | 01/08/2024 | Ceased |
| CAIRNS, KATHERINE | 000460863 | 08/10/2019 | 10/07/2023 | Ceased |
| CALLAGHAN, SHAYNE MONS | 000282261 | 11/07/2011 | 26/09/2011 | Ceased |
| CAMPBELL, JOEL PHILLIP | 000275052 | 23/04/2004 | 01/12/2004 | Ceased |
| CAMPBELL, PHILLIP | 000252878 | 19/01/2004 | 01/12/2004 | Ceased |
| CAPE FINANCIAL PLANNING PTY LTD | 000243077 | 04/04/2020 | — | Current |
| CAPITAL ADVICE FINANCIAL PLANNING PTY LTD | 001000186 | 24/09/2021 | — | Current |
| CARLYON, ANTHONY | 000252879 | 19/01/2004 | 16/08/2017 | Ceased |
| CARLYON, BEVERLEY JEAN | 000239356 | 20/03/2008 | 01/07/2014 | Ceased |
| CARLYON, BEVERLEY JEAN | 000239356 | 05/12/2014 | 06/06/2017 | Ceased |
| CARNEGIE CONSULTING PTY. LIMITED | 001301928 | 24/02/2023 | 15/11/2024 | Ceased |
| CARROLL, JOHN LAURENCE | 000380240 | 30/08/2010 | 18/12/2012 | Ceased |
| CARVER, ANDREW | 000335476 | 18/03/2009 | 15/04/2009 | Ceased |
| CASHGUARD FINANCIAL SERVICES PTY. LTD. | 000252826 | 19/01/2004 | 01/12/2004 | Ceased |
| CASTELLI, PAUL EDWIN | 000297205 | 09/01/2006 | 23/04/2009 | Ceased |
| CASTRO, ROBERT | 001002642 | 05/02/2018 | 26/08/2019 | Ceased |
| CATANIA, STEPHEN | 000304481 | 18/07/2022 | — | Current |
| CBC FINANCIAL SERVICES PTY LTD | 000288386 | 09/05/2005 | 22/12/2017 | Ceased |
| CERNIAUSKAS, JOHN | 000243600 | 12/12/2019 | 21/09/2022 | Ceased |
| CERTE WEALTH PROTECTION PTY LTD | 000409128 | 05/11/2015 | 03/02/2023 | Ceased |
| CHAPMAN, CRAIG | 000252842 | 19/01/2004 | 01/07/2004 | Ceased |
| CHAPMAN, CRAIG | 000252842 | 22/06/2022 | — | Current |
| CHELSEA WEALTH MANAGEMENT PTY LTD | 001286091 | 26/03/2021 | — | Current |
| CHENEY, BENJAMIN DARCY | 000325369 | 14/01/2020 | 30/08/2024 | Ceased |
| CHURCHILL FINANCIAL PLANNERS PTY LTD | 000252817 | 19/01/2004 | 07/02/2018 | Ceased |
| CKM ADVISERS PTY LTD | 001259006 | 16/10/2017 | — | Current |
| CLAY'S FINANCIAL SERVICES PTY LIMITED | 000252811 | 19/01/2004 | — | Current |
| CLAY, MAX | 000252880 | 19/01/2004 | 13/12/2021 | Ceased |
| CLAY, MAX | 000252880 | 14/12/2021 | 30/12/2021 | Ceased |
| CLAY, MICHAEL | 000259334 | 04/08/2004 | 15/07/2005 | Ceased |
| COASTAL COMPASS PTY. LTD. | 001314132 | 10/03/2025 | 31/03/2026 | Ceased |
| COLIGAN FINANCIAL SERVICES PTY LTD | 000336454 | 01/04/2009 | 16/03/2012 | Ceased |
| COLIGAN, JOSHUA | 000319048 | 06/11/2008 | 16/03/2012 | Ceased |
| COLLINS FINANCIAL GROUP PTY LTD | 000244269 | 01/09/2004 | — | Current |
| COLLINS, BRIAN | 000252881 | 19/01/2004 | 06/08/2013 | Ceased |
| COLLINS, CHRISTOPHER JOHN | 000314458 | 14/06/2007 | 29/11/2016 | Ceased |
| COLLINS, TROY ALEXANDER | 000244288 | 01/09/2004 | — | Current |
| COMPLETE FINANCIAL WEALTH SOLUTIONS PTY LTD | 000390742 | 27/08/2021 | 03/04/2023 | Ceased |
| CONCEPT FINANCIAL SERVICES PTY LIMITED | 000314769 | 29/04/2004 | 30/06/2022 | Ceased |
| COOPER, ANDREW GEORGE | 000303107 | 15/09/2020 | 12/05/2022 | Ceased |
| COOREY, DEANNA | 000361470 | 16/06/2010 | 08/10/2019 | Ceased |
| COOREY, DEANNA | 000361470 | 09/10/2019 | 31/10/2019 | Ceased |
| COOREY, MICHAEL | 000252882 | 19/01/2004 | 10/11/2020 | Ceased |
| CORRIGAN FINANCIAL SERVICES PTY LTD | 000252814 | 19/01/2004 | 26/06/2025 | Ceased |
| CORRIGAN, BRIAN | 000252883 | 19/01/2004 | 29/09/2022 | Ceased |
| COUNTRY INVESTMENT & INSURANCE SERVICES PTY LTD | 000235488 | 17/03/2020 | 12/05/2023 | Ceased |
| COX, BRENDON CHARLES | 000242139 | 13/04/2021 | 26/04/2024 | Ceased |
| COX, SHANNON LYNDA | 000279343 | 01/10/2011 | 01/07/2013 | Ceased |
| CRAIG CHAPMAN FINANCIAL SERVICES PTY LIMITED | 001297391 | 22/06/2022 | — | Current |
| CREO WEALTH PTY LTD | 001236172 | 15/07/2022 | — | Current |
| CRISMALE, BRADLEY MICHAEL | 000321760 | 31/01/2008 | 20/05/2019 | Ceased |
| CROSSWELL, NATALIE | 000252843 | 19/01/2004 | — | Current |
| CRUZ, MADELYN GRACE LIM | 000375185 | 27/03/2021 | 22/01/2024 | Ceased |
| CSIKOS ENTERPRISES PTY. LTD. | 001257973 | 01/08/2018 | 18/11/2019 | Ceased |
| CULLEN, BLAKE MITCHELL | 001002802 | 17/08/2022 | 30/09/2024 | Ceased |
| CUMMINS, WILLIAM JOHN | 000305144 | 30/08/2006 | 03/05/2008 | Ceased |
| CUNNINGHAM, MAREE | 000341934 | 20/10/2009 | 28/04/2010 | Ceased |
| CUSMANO, FRANCESCO | 000237792 | 27/09/2021 | 29/09/2022 | Ceased |
| CUTHBERT, JOSHUA | 000252844 | 19/01/2004 | 19/05/2006 | Ceased |
| Cardozo, Kevin | 001004716 | 15/12/2017 | 20/05/2022 | Ceased |
| Catalano, Umberto | 001284684 | 03/12/2020 | 20/05/2021 | Ceased |
| Chang, Maysee | 001001997 | 18/11/2015 | 01/03/2016 | Ceased |
| Chang, Maysee | 001001997 | 16/01/2017 | 20/11/2019 | Ceased |
| Choat, Matthew Peterson | 001314330 | 13/03/2025 | — | Current |
| Clarke, Connor Stephen | 001311355 | 10/09/2024 | 30/09/2024 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 27 | 3.3% |
| 2025 | 20 | 2.5% |
| 2024 | 37 | 4.6% |
| 2023 | 43 | 5.3% |
| 2022 | 46 | 5.7% |
| 2021 | 33 | 4.1% |
| 2020 | 35 | 4.3% |
| 2019 | 45 | 5.6% |
| 2018 | 23 | 2.8% |
| 2017 | 23 | 2.8% |
| 2016 | 18 | 2.2% |
| 2015 | 11 | 1.4% |
| 2014 | 27 | 3.3% |
| 2013 | 15 | 1.9% |
| 2012 | 17 | 2.1% |
| 2011 | 16 | 2.0% |
| 2010 | 17 | 2.1% |
| 2009 | 18 | 2.2% |
| 2008 | 20 | 2.5% |
| 2007 | 17 | 2.1% |
| 2006 | 21 | 2.6% |
| 2005 | 24 | 3.0% |
| 2004 | 36 | 4.4% |
Licensees of a similar size
- BRIDGES FINANCIAL SERVICES PTY LIMITED — 954
- FUTURITY INVESTMENT GROUP LIMITED — 935
- PERSONAL FINANCIAL SERVICES LTD — 930
- MERIT WEALTH PTY LTD — 924
- PSC CONNECT PTY LTD — 856
- MTA INSURANCE PTY LTD — 842
- NTI LIMITED — 838
- NATIONAL AUSTRALIA BANK LIMITED — 828
- TOYOTA FINANCE AUSTRALIA LIMITED — 805
- FORTNUM PRIVATE WEALTH LTD — 749
- WEALTH TODAY PTY LTD — 683
- M.G.A. INSURANCE BROKERS PTY. LTD. — 676
- AUTO & GENERAL SERVICES PTY LTD — 666
- BOUTIQUE CAPITAL PTY LTD — 657
- SHAW AND PARTNERS LIMITED — 655
Money lost after advice you were given?
810 authorisations are listed on this page. A complaint about an authorised representative normally goes to AFCA against the licensee that authorised them — and there is no fee. Tell us what happened and we will point the enquiry at people who take these cases. We are not lawyers, we take no share of anything recovered, and we make no promise about the outcome.