Matrix Planning Solutions has reinforced its national growth strategy with the appointment of a new South Australian practice — Adelaide-based Frances Magill Financial Strategists.
Practice principal Frances Magill retired from the industry in 2009, after an extensive financial services career spanning more than 20 years, including leading superannuation fund, Statewide, which had more than 160,000 members and over $2 billion in assets under management.
However, after a considerable number of requests for her guidance, Magill returned to establish Frances Magill Financial Strategists. The business provides advice about superannuation, pre-retirement and retirement planning, personal and business life insurance, savings and investment plans and estate planning.
Magill has been awarded a Paul Harris Fellow, named 2000 Telstra South Australian Business Woman of the Year and was the SA Great Business Person of the year in 2006.
