Welcome

Welcome to JSA Financial Services Pty Limited (formerly Matrium Financial Services Pty Ltd). In 2018, Matrium FS combined with the JSA Group to provide a broader and more extensive range of financial services offerings, whilst remaining under the Clearview/ Matrix Dealer Group arrangements.

Our philosophy is to provide personalised strategic advice that will deliver reliable outcomes and foster rewarding long-term relationships with our clients.

Whether you are just starting out and looking to create wealth for the long-term or planning for your retirement, our team at JSA are well placed to help you reach your goals.

The focus of our advice is to assist our clients to achieve their lifestyle goals and objectives through quality strategic advice. As an important part of your journey, we also believe it is our responsibility to provide you with ongoing financial education. That way you won’t miss out on any opportunities to get ahead financially in the future.

JSA Financial Services Pty Limited is able to assist you with any financial planning questions you may have. Feel free to contact us on 02 4908 0999.

Matthew Williams

Matthew Williams – Financial Adviser for JSA Financial Services Pty Limited

Matt has been with the JSA Group since 2007 starting out as a Paraplanner and Strategist. Now with over 11 years’ industry experience Matt focuses on delivering high quality, tailored personal financial services to clients.

Matt provides specialised financial planning advice on personal life insurance, business insurance (including Buy-Sell and Keyperson cover) and succession planning, superannuation (incl. Self Managed Superannuation Funds), investment, and cash flow advice services.

In order to address his clients needs, Matt gains a detailed understanding of his clients’ goals, objectives and financial aspirations enabling him to build plan to meet those outcomes. Matt works hard to explain complex financial jargon in a clear and straightforward manner. He also works closely with other professionals to ensure his clients needs are met across various aspects.

Outside of work Matt enjoys spending time with his young family, gardening and trips to the snow.

Matt’s educational qualifications and industry memberships include:

Certified Financial Planner^®
Bachelor of Commerce
Advanced Diploma of Financial Services (Financial Planning)
Certificate IV in Finance and Mortgage Broking
Member of Financial Planning Association (FPA)
Qualifying Member of Million Dollar Round Table (MDRT)
Justice of the Peace (NSW)

Please click on the Links below to view the Financial Services Guide and Matthew’s Adviser Profile.

Financial Services Guide
Matthew Williams Adviser Profile – JSA Financial Services

Important Information

Core Disclosure

JSA Financial Services Pty Ltd (ABN 34 084 953 177) is a Corporate Authorised Representative of Matrix Planning Solutions Ltd ABN 45 087 470 200 AFSL 238256. Our financial planning advice and services are provided through Matrix Planning Solutions.

General Advice Warning for JSA Financial Planning Clients

The information provided on this webpage 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.

Terms and Conditions of Use for JSA Financial Planning Clients

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 Limited 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.

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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 Matrix Privacy Policy which can be accessed below.

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This site contains links to third party sites. These linked websites are not under our control or the control of Matrix Planning Solutions Limited (Matrix) and neither we nor Matrix is not responsible for the content of any linked website or any hyperlink contained in a linked website. These hyperlinks are provided to you as convenience only and the inclusion of any link does not imply any endorsement of the linked website by us or Matrix. A link made to any such website is entirely at your own risk.

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JSA Financial Services Pty Limited