Concept Financial Services Pty Ltd (“Concept”) was established and is owned by Managing Director, Barry Vandenbergh. Our office is located in Cronulla NSW and onsite parking is provided for our Clients.
Concept is a Member Firm of Matrix Planning Solutions Limited, AFSL No. 238256. Concept provides a complete range of financial planning services to individuals, families, professionals and businesses in the areas of investment advice, retirement, superannuation and insurance planning.
Concept’s business is supported by introductions from our existing Clients and referrals from professional colleagues. Please contact us on (02) 9523 1288 if you would like to arrange an initial meeting.
Concept Financial Advisers are Authorised Representatives of Matrix Planning Solutions Limited, Australian Financial Services Licensee No. 238256.
Matrix Planning Solutions Limited (Matrix) is an Australian Financial Services Licensee and Credit Licensee with over 100 Financial Advisers throughout Australia. Matrix is owned by Clearview, an Australian Company, listed on the ASX.
Matrix is a Principal Member of the Financial Planning Association of Australia (FPA). As a member of the FPA, Matrix Advisers are committed to meeting the FPA professional standards and code of conduct.
For more information on Matrix Planning Solutions Limited please visit www.matrixplan.com.au