Matrix Planning Solutions
Adviser Services & Development
Allison is responsible for the delivery of adviser services to Matrix member firms through Matrix's unique focused delivery strategy.
"Focused Delivery" is a high-touch contact strategy in which key messages are discussed and debated directly with member firms, and feedback is used to guide new development and strategy.
Adviser services include financial planning, compliance, research, software and practice management, as well as Matrix's
proprietary strategic modelling software, Prospera
also has overall responsibility for written communications, public relations and marketing for Matrix
Allison was the founding Managing Director of Matrix, working with foundation members to form the company in 1999 and leading it through a massive period of growth over its first 8 years.
In September 2007, Allison
recommended a restructure of the Company to give greater focus to its key strategic areas.
She is a director of Matrix and also of Prospera Pty Ltd, Matrix's wholly owned strategic software company.
Allison was the Managing Director of Prudential Fund Managers and General Manager for NSW Sales with Prudential before leaving to start Matrix.