Matrix Planning Solutions merger with ClearView

06/11/2014 Blog

In October 2014, ClearView Wealth Limited acquired 100% of Matrix Planning Solutions Limited
(Matrix). Prior to this, Matrix was owned by Matrix Advisers and staff. Matrix was started 15 years
ago by Advisers, for Advisers who wanted the freedom to provide the best possible advice and
solutions to their clients. Matrix has decided to merge with ClearView as we ultimately believe this
will enhance your Adviser’s ability to deliver quality advice and services to you. Click below for more information…..

Matrix Planning Solutions Limited / Clearview Merger

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Charlestown

P. 02 4908 0999
E. info@jsagroup.com.au
Level 5/250 Pacific Highway
Charlestown NSW 2290

Newcastle

P. 02 4908 0999
E. info@jsagroup.com.au
Suite 3/4 Honeysuckle Drive
Newcastle NSW 2300
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