Bridget Mary Poulos
MATRIX PLANNING SOLUTIONS LIMITED · Phillip ACT 2606 · Advising since 2006
- 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
- 000300188
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256Since 26 November 2021
- Principal business address
- Phillip ACT 2606
- First year providing advice
- 2006
- 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
- 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.
- CURRENTNov 2021 – presentMATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256
- CEASEDMay 2016 – Nov 2021A.C.N. 133 593 012 PTY LTD · AFSL 331367
- CEASEDApr 2014 – May 2016SYNCHRON ADVICE PTY LTD · AFSL 243313
- CEASEDSep 2011 – Apr 2014A.C.N. 133 593 012 PTY LTD · AFSL 331367
- CEASEDMay 2011 – Sep 2011FINANCIAL SERVICES PARTNERS PTY LIMITED · AFSL 237590
- CEASEDApr 2010 – Apr 2011MILLENNIUM 3 FINANCIAL SERVICES PTY LTD · AFSL 244252
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
Diploma of Financial Planning - FNS50615
Mentor Education · 2018
Diploma of Financial Services
National Insurance Brokers Association of Australia · 2009
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 Bridget Mary Poulos claims the profile.
Reviews
Not yet reviewed
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Contacting Bridget Mary Poulos
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
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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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