Matthew Marsh
About Me
I am a Director of PlanPlus Wealth Advisers and commenced my career in the Financial Services Industry over 10 years ago.I have completed a Masters of Financial Services degree through the University of New England and am a member of the Financial Advice Association of Australia, I am an aged care specialist and have completed many other educational requirements. I enjoy assisting my clients meet their financial goals by giving personal tailored professional advice and maintaining an ongoing relationship with them. I am part of the Tamworth business community and run the business with my wife Linda. We are always available to help you make smart financial and lifestyle decisions so that you can enjoy the finer things in life, so please contact us if you would like assistance. We enjoy going home at night to our twin goats, Ned and Peg and bird Goose.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 10 Years
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Licensed By Principle Financial Group Pty Ltd