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 your total 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

 

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: 
- Diploma of Financial Services (Financial Planning)
- Certificate 3 & Diploma in Insurance Broking

FSG Adviser Details

Glenn Mackay

Finance Broker

Glenn is a credit representative of Matrium Finance Pty Ltd ACL 385686.

After spending 17 years working with two of Australia’s major Banks, Glenn has developed his full career in the banking and financial services industry and understands what his customers expect when they are seeking finance.

Glenn has management experience in Private Banking and Commercial & Business Lending thus is capable of servicing clients across various industries and segments. He prides himself on working closely with the client and their accountant to ensure the correct financial products are chosen for the borrowing need.

For business clients, Glenn prides himself as being part of the business and structuring the debt of the business effectively and efficiently. He negates the problem of constantly changing business banking managers for his clients as he is their first call when a financing need arises.

Glenn understands that a high level of service in this industry is required and expected by our clients, and our clients are the reason Matrium Finance is in business.

Glenn’s educational qualifications:

- Certificate IV in Financial Services

- Associate Diploma Banking and Finance

Credit Guide