Sandra Lee Elliss
MATRIX PLANNING SOLUTIONS LIMITED · Manly NSW 2095 · Advising since 1999
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000354972
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256Since 31 August 2021
- Principal business address
- Manly NSW 2095
- First year providing advice
- 1999
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Old-law securities options contracts and warrants
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTAug 2021 – presentMATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256
- CEASEDApr 2015 – Aug 2021A.C.N. 133 593 012 PTY LTD · AFSL 331367
- CEASEDApr 2013 – Mar 2015STEADFAST LIFE PTY LTD · AFSL 421904
- CEASEDAug 2011 – Apr 2013MADISON FINANCIAL GROUP PTY LTD · AFSL 246679
- CEASEDAug 2010 – Sep 2011THE ADVICE EXCHANGE PTY LTD · AFSL 278937
- CEASEDMay 2010 – Aug 2010FINANCIAL SERVICES PARTNERS PTY LIMITED · AFSL 237590
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Accredited Aged Care Professional
Aged Care Steps · 2020 · Diploma (AQF 5)
Margin Lending and Geared Investments
Kaplan Professional Education · 2010
Margin Lending and Geared Investments
Kaplan · 2010 · Diploma (AQF 5)
Regulatory Guide 146 Assessment
Kaplan Professional Education · 2010
Bachelor of Business (Major In Accounting and Finance)
Edith Cowan University · 1999 · Bachelor Honours Degree (AQF 8)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Sandra Lee Elliss claims the profile.
Reviews
Not yet reviewed
No client has reviewed Sandra Lee Elliss on Souffle yet.
Contacting Sandra Lee Elliss
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Sandra Lee Elliss claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.