Our Team


Brad Crismale

Financial Adviser

Authorised Representative No: 321760

Brad is a Chartered Accountant by profession and Authorised Representative of Matrix Planning Solutions Limited.

With background qualifications in Accounting and Marketing, he is able to service all your financial planning needs.

With a strong commitment to delivering superior personal service, you will benefit from comprehensive financial solutions tailored specifically to meet your needs.

Brad's focus areas include tax effective investment advice, superannuation solutions, personal and business insurance and retirement planning.

Brad's Educational Qualifications:

- Bachelor of Business (UTS)

- Chartered Accountant (ICAA)

- Graduate Certificate of Financial Planning (Kaplan)

FSG Adviser Details

Combined Financial Services Guide & Credit Guide

 

Brett Kelly

Financial Adviser

Authorised Representative No: 341387

Brett is a qualified Financial Adviser with a passion to provide a high level of customer service.  Brett works closely with his clients to ensure they have the correct plans in place to protect their assets and achieve their financial goals.

Brett has strong experience in personal insurance, business succession planning along with personal and corporate superannuation solutions.

Having commenced work with Emjay Insurance Brokers in 2002 before moving to Emjay Financial Services (now Matrium Financial Services) in 2007, Brett enjoys looking after his clients and is a key member to the Matrium team.

Brett’s educational qualifications: 

- Advanced Diploma in Financial Services (Financial Planning)

- Diploma in Financial Services (Financial Planning)

- Certificate 3 & Diploma in Insurance Broking

FSG Adviser Details

Combined Financial Services Guide & Credit Guide









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