Todd Jason Davis
MATRIX PLANNING SOLUTIONS LIMITED · Newcastle West NSW 2302 · Advising since 1997
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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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
- 001000181
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256Since 27 March 2021
- Principal business address
- Newcastle West NSW 2302
- First year providing advice
- 1997
- Can provide tax (financial) advice
- Yes
- Memberships
- Certified Financial Planner (CFP) of 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
- 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.
- CURRENTMar 2021 – presentMATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256
- CEASEDNov 2020 – Mar 2021BRIDGES FINANCIAL SERVICES PTY LIMITED · AFSL 240837
- CEASEDApr 2019 – Oct 2020HILLROSS FINANCIAL SERVICES LIMITED · AFSL 232705
- CEASEDMay 2017 – Mar 2019POLITIS INVESTMENT STRATEGIES PTY LTD · AFSL 253125
- CEASEDApr 2008 – Apr 2017NEWCASTLE GREATER MUTUAL GROUP LTD · AFSL 238273
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
Graduate Diploma of Financial Planning
Kaplan Higher Education · 2024 · Graduate Diploma (AQF 8)
RG 146 Licensing Compliance: Margin Lending Course
Financial Education Professionals · 2020 · Other
Self Managed Superannuation Funds Course
Kaplan Professional · 2011 · Other
Diploma of Financial Planning (8 units)
FPA Australia · 2002 · Advanced Diploma (AQF 6)
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 Todd Jason Davis claims the profile.
Reviews
Not yet reviewed
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Contacting Todd Jason Davis
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.
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- PROFILE CLAIMUNCLAIMED
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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.
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