Financial Planner Adviser Advice
Matthew Marsh
Director

Senior Financial Planner

Matthew is a Senior Financial Planner with PlanPlus and has worked in the financial services industry since 2004, moving into Financial Planning in March 2008. He is currently completing a Masters in Financial Services through the University of New England and is a member of the Financial Planning Association of Australia. Matthew enjoys giving professional advice to all his clients and may be seen spectating at the local rugby fields in Tamworth.

Adviser Profile

Terry Paris
Senior Financial Planner

Terry is a Senior Financial Planner who specialises in superannuation and retirement planning. He is a Financial Planning expert based in our Tamworth office. In his spare time, Terry loves the outdoors and you can find him mountain biking or surfing.

Adviser Profile

Marie Wright
Office Manager and Administration

Marie is the receptionist for our Tamworth Office. As well as being the friendly face that you see as you walk in the door, Marie helps the Financial Planners in Tamworth prepare for their meetings, process client documents and generally help the practise to run smoothly.