Our Team

Greg and Damien are Authorised Representatives of Matrix Planning Solutions

Greg Roberts
Joint Principal Director

Dip FP
MTax (Curtin University)

Greg joined the business in 1998 and highly values ongoing tertiary education.

View Greg’s status on the Australian Securities and Investments Commission (ASIC) Financial Advisers Register.
You can search by name (Greg Roberts) or by Authorised Representative Number (252866).

Damien Roberts
Joint Principal Director

Adv Dip FS (FP)
MTax (Taxation and Financial Planning) (UNSW)

Damien joined the business in 2007 following a 10-year career in the IT industry.

View Damien’s status on the Australian Securities and Investments Commission (ASIC) Financial Advisers Register.
You can search by name (Damien Roberts) or by Authorised Representative Number (333542).