Matrix expands member network

retirement financial planning practices

29 June 2012
| By Staff |
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Matrix Planning Solutions (Matrix) has added Gold Coast-based Entire Financial Management (Entire) to its member network.

The entire business was established earlier this year by partners Greg McCurdy, Peter Kerr and Karen Wyatt, and provides services in the areas of wealth accumulation, superannuation, retirement and estate planning.

Prior to founding the practice, McCurdy and Kerr were running their own financial planning practices respectively, with McCurdy already a part of Matrix.

Wyatt plans to become an authorised financial services provider over the next year, with the practice aiming to add further support staff, Matrix stated.

McCurdy said Matrix would offer the practice professional support, while Kerr added that the "size of Matrix and the closeness of the group means we are a good fit".

Since October last year, Matrix has added a further three financial planning practices to the business and currently has around 112 advisers.

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