Our Dealer Groups

About our advisers

ClearView is home to two financial adviser groups: ClearView Financial Advice and Matrix Planning Solutions. We pride ourselves on working with advisers who put customers’ needs first, and who are positive, collaborative, authentic and display integrity – because those are our corporate values too. 

Find out more > 
 

Become one of our advisers 

If you’re a professional financial adviser, we’d love to talk to you. As one of our advisers, you’ll get financial planning, technical, compliance and software support, as well as business coaching from our team. We’re here to help you spend more time working with customers on meeting their financial goals, and less time in the office dealing with paperwork. 
 

Talk to us

If you have any questions or want to find out how you can join our dealer group, call us on 1300 663 334 or email contactus@matrixplan.com.au