About Us

Max Clay
Principal Financial Planner

Max has worked in the financial services industry as an adviser for over 25 years. ‘Yes, it has been a few years starting in the life insurance industry as agent for Prudential and then progressing to an authorised representative of Matrix Planning Solutions Limited'.

Max has reached a high level of industry education with achieving the Advanced Diploma of Financial Services (Financial Planning). He is a Fellow of the Association of Financial Advisers and a three time Court of the table qualifying member of the Million Dollar Round table which is a worldwide group made up of the top 5% of advisers around the world.

Max also can provide advice on direct shares, self managed superannuation funds, structured products, centrelink issues, wealth strategies and debt reduction.

Advising on wealth strategies via Superannuation and non superannuation investment products as well as life insurance products Max has built up a strong business ethic and client base over the years and is one of the leading advisers of Matrix Planning Solutions Limited which was formed in 1999.