Strategic Planners

Our attention to detail and professional approach matters when we give you advice. We also carefully explain our Terms & Conditions and do have a process should you have any issues.
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Terms and Conditions

The website and all webpages located on that domain name (‘this website’) is owned by Centrepoint Alliance Limited (ABN 72 052 507 507) and other companies that are associated with Centrepoint Alliance Limited (referred to collectively as Centrepoint). Your access and use of this website constitutes your agreement to these terms and conditions.

Access for persons from within Australia only This website is only for the use of persons accessing this website from within Australia. The products and services described in this website are only available to persons accessing this website from within Australia.

No investment or financial advice provided to you Unless otherwise expressly stated to the contrary, this website is not designed for the purpose of providing personal financial or investment advice. Information provided does not take into account your particular objectives, needs, or financial situation. Please refer to the relevant Product Disclosure Statement before making any decision in relation to a product. Unless otherwise expressly stated to the contrary, the information on this website is not a recommendation to invest in any investments, securities or financial products offered by any member of the Centrepoint group of companies.

Third party websites This website may contain links to third party websites or pages that are not operated by Centrepoint. Such links are provided for convenience and information purposes only. Centrepoint has not verified, and is not responsible for, the content of any other website or pages linked to or linking to this website. Centrepoint does not endorse, approve or recommend the operators of those websites or the content of those websites. Subject to any applicable law which cannot be excluded, Centrepoint makes no warranties or representations regarding the quality, accuracy, merchantability or fitness for purpose of the good or services available from these persons. Your obtaining of goods or services from these persons is at your own risk. You indemnify each member of the Centrepoint group of companies against all liability, loss, damage, cost and expense arising from or relating to your obtaining goods or services from a third party referred to in this website. If you provide a link to this website on another website (Site), you must ensure that this Site does not contain any material that is offensive or distasteful, contravenes any law, disparages or adversely affects the brand or reputation of Centrepoint or any of the Centrepoint group of companies or the goods and services offered by the Centrepoint group of companies, or makes any representation about Centrepoint or its goods or services, including any representations of any endorsement, sponsorship, affiliation or approval of you or the Site by Centrepoint or passes off Centrepoint’s documents or information as your own. Following links to any other website or pages or linking this website to another Site is entirely at your own risk and Centrepoint shall not be responsible or liable for any losses, damages or expenses arising in connection with such linking.

Disclaimer and limitation of liability To the maximum extent permitted by law, Centrepoint will not be liable in any way for any loss or damage suffered by you through use or access to this website, or Centrepoint’s failure to provide this website. Our liability for negligence, breach of contract or contravention of any law as a result of our failure to provide this website or any part of it, or for any problems with this website which cannot be lawfully excluded, is limited, at our option and to the maximum extent permitted by law, to resupplying this website or any part of it to you, or to paying for the resupply of this website or any part of it to you.

General Conditions The Centrepoint trade marks for financial services and products are registered by members of the Centrepoint group of companies. The Centrepoint trade marks may not be used or reproduced without the prior written consent of Centrepoint. The information contained on this website may not be accurate or up to date in all respects. Centrepoint does not warrant the accuracy or completeness of any information contained on this website. These terms and conditions are governed by the law in force in the State of New South Wales and the parties irrevocably submit to the non-exclusive jurisdiction of the courts of New South Wales and courts of appeal from them for determining any dispute concerning the terms and conditions. These terms and conditions can be modified at any time by Centrepoint and you agree to continue to be bound by these terms and conditions as modified. Centrepoint will give you notice of these changes by publishing revised terms and conditions on this website – we will not separately notify you of these changes.

Copyright Except where necessary for viewing the documents or information on this website on your browser, or as permitted under the Copyright Act 1968 (Cth) or other applicable laws or these terms and conditions, no documents or information on this website may be reproduced, adapted, uploaded to a third party, linked to, framed, performed in public, distributed, stored, published, displayed or transmitted in any form by any process and you may not create derivative works from any part of this website without the specific written consent of Centrepoint or, in the case of third party material, from the owner of the copyright in that material.

Complaints Handling Policy

At Matrix, we’re never satisfied when it comes to doing better and our customers and the moments that matter are very important to us. If something goes wrong, we’re determined to make it right again. If you’ve had an experience with Matrix that you are not satisfied with, we’re here to resolve the issue, so please talk to us!

Making a complaint
Please talk to us! In the first instance if you have a concern, please contact your Adviser or their practice support staff. We genuinely want you to be happy with our advice and service and will work with you to fix this.

If you are not satisfied with the handling of your complaint by our customer service team or any other Matrix staff member, you can also contact our Complaints Manager using the below details: Email: Online: Mail: Claims Manager, Centrepoint Alliance Level 13 Corporate Centre One 2 Corporate Court, Bundall QLD 4217 Phone: 1800 653 244 (free call) The Complaints Manager will promptly acknowledge your complaint within 1 business day and then investigate in accordance with our Internal Dispute Resolution process. Once a determination is made on your complaint you will be notified within 30 days. If an issue has not been resolved to your satisfaction, you can lodge a complaint with the Australian Financial Complaints Authority, or AFCA. AFCA provides fair and independent financial services complaint resolution that is free to consumers. Website: Email: Telephone: 1800 931 678 (free call) In writing to: Australian Financial Complaints Authority, GPO Box 3, Melbourne VIC 3001

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120 Russell Street
Toowoomba QLD 4350

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