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Showing 51 - 58 of 58 results for %22Matrix Planning Solutions%22

Advisers snub commission-free ETFs

MICHAEL HOBBS  |  THURSDAY, 21 AUG 2008
... to provide direct share trading. But not everyone is shying away from the sector. Rick Di Cristoforo, Matrix Planning Solutions executive director of marketing and development, told Financial Standard that its planners viewed ETFs as an alternative to ...

Matrix selects DMS

MICHAEL HOBBS  |  THURSDAY, 6 DEC 2007
Matrix Planning Solutions has given the thumbs up to Dealer Management System (DMS) Adviser Online software after successfully implementing the software across its dealer group. DMS software provides transparent revenue information, a fully functional ...

Matrix re-signs Oasis

MICHAEL HOBBS  |  FRIDAY, 24 AUG 2007
Matrix Planning Solutions has re-signed a five-year deal with financial services platform Oasis Asset Management. Matrix will continue to use the Oasis platform to offer its superannuation master trust and investment portfolio service to the retail ...

DMS' Adviser Online rolled out across Matrix

HAMISH MADDEN  |  FRIDAY, 9 MAR 2007
Dealer Management System's (DMS) Adviser Online tool has been rolled out to the Matrix Planning Solutions adviser network, the second group in a month to implement the technology after RetireInvest also opted for the DMS solution. Matrix implemented ...

Matrix finds its $1b Oasis

Independent financial planning group Matrix Planning Solutions predicts it will grow its funds under management (FUM) by 20 per cent each year under the Oasis platform, having already passed the $1 billion mark this year. "We are pleased to have reached ...

Matrix planner wins AFA Rising Star Award

HAMISH MADDEN  |  MONDAY, 30 OCT 2006
Jason Danjoux, a Matrix Planning Solutions representative, has taken out the AFA Rising Star Award 2006 in a close decision over his fellow finalists. The AFA Rising Star Award, sponsored by ING, recognises the dynamic talents of some of the industry's ...

Matrix recommits to Oasis platform

Dealer group Matrix Planning Solutions has re-signed platform provider Oasis Asset Management for another three years after first signing with the latter in 2001. Matrix Planning Solutions managing director Allison Dummett says the deal was made after ...

Eight year gaol sentence for former financial adviser

... financial adviser. He was also an authorised representative of Apogee Financial Planning, Financial Wisdom, Matrix Planning Solutions and Garrisons from 1995 to 2002. Higgins defrauded nine clients of Macquarie Towns between December 1999 and July 2002 ...
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