Our Financial Planning License

Matrix Planning Solutions Pty Ltd

  • Website terms and conditions

    The information provided on this website is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should obtain professional advice before acting on the information contained on this website and review the relevant Product Disclosure Statement (PDS). Relevant PDSs can be obtained by contacting us. No representation or warranty is made as to the accuracy, completeness or reliability of any estimates, opinions, conclusions or other information contained on this website. This website may contain certain forward-looking statements. Forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond our control. You should not place reliance on forward-looking statements. To the maximum extent permitted by law, we and Matrix Planning Solutions Pty Ltd disclaims all liability and responsibility for any direct or indirect loss or damage which may be suffered as a result of relying on anything on this website including any forward looking statements. Past performance is not an indication of future performance.

    Corporate Authorised Representative trading as Simon Rayner, Corporate Authorised Representative No. 294110 of Matrix Planning Solutions Pty Ltd ABN 89 133 593 012, AFSL No. 331367 with the Core Disclosure above.

  • Website Content

    The materials displayed on this site including without limitation all information, text, materials, graphics, software, advertisements, names, logos and trademarks (if any) on this site (Content) are protected by copyright, trademark and other intellectual property laws unless expressly indicated otherwise. You must not modify, copy, reproduce, republish, frame, upload to a third party, post, transmit or distribute this content in any way except as expressly authorised in writing by us or Matrix Planning Solutions Pty Ltd. You may view this site using your web browser and save an electronic copy, or print out a copy, of parts of this website solely for your own information, research or study, but only if you keep all content intact and in the same form as presented on this site (including without limitation all copyright, trademark and other proprietary notices and all advertisements). You must not use this site or the information on this site in any manner or for any purpose which is unlawful or in any manner which violates any of our right or the rights of Matrix Planning Solutions Pty Ltd.

  • Advertising and Links to Other Websites

    This site contains links to third party sites. These linked websites are not under our control or the control of Matrix Planning Solutions Pty Ltd (Matrix Planning Solutions Pty Ltd) and neither we nor Matrix Planning Solutions Pty Ltd is not responsible for the content of any linked website or any hyperlink contained in a linked website. Matrix Planning Solutions Pty Ltd provides these hyperlinks to you as convenience only and the inclusion of any link does not imply any endorsement of the linked website by us or Matrix Planning Solutions Pty Ltd. A link made to any such website is entirely at your own risk.
    The information on this website is provided for Australian residents only, and where indicated, may be limited to specific states and territories of Australia. The law applicable to Queensland will apply to this website unless other states or territories are expressly provided.

  • Information Handling Policy

    We respect your privacy and are committed to ensure that any Personal Information we collect about you is handled in accordance with the provisions of the Privacy Act 1988 and the Australian Privacy Principles and any other applicable privacy related laws. Further information on how we handle your personal information is explained in our Information Handling Policy which can be accessed here.

Information handling policy

  • General Advice Warning

    Any advice contained in this website if of a general nature only and does not take into account your circumstances or needs. You must decide if this information is suitable to your personal situation or seek advice. Prior to investing in a financial product, you should read the product disclosure statement.

    The material in this website (incl. pages, articles, newsletters) is for general information only and any advice is general advice only and does not take into account your individual objectives, financial situation or needs (your ‘personal circumstances’). Before acting on this information, you should consider the appropriateness of this information taking into account your personal circumstances.

  • Privacy Policy

  • Financial Service Guide