Staff Based in Tamworth


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.


Staff Based in our Other Offices


Gary Chapman
Managing Director

Senior Financial Planner

Gary is the Managing Director of Partners in Wealth. Gary has over 20 years’ experience in the Financial Services Industry and specialised in Financial Planning in 2000. He was a Senior Financial Planner with St George Bank where he won Financial Planner of the year several years running. In 2007, Gary established his own practice, Partners in Wealth, providing Financial Services in conjunction with the team to clients all over Australia.

Adviser Profile


Tim Condon
Director

Senior Financial Planner

Tim is a Director of Partners in Wealth and commenced his career in the Financial Services Industry over 10 years ago and has a very strong understanding of the Banking and Customer Service Industries. In 2007, whilst completing his Diploma of Financial Services (Financial Planning) Tim was offered a position as an Associate Financial Planner with Partners in Wealth and has since become an integral part of the advice team.

Adviser Profile

Arwen Williams
Financial Planning Assistant

A member of our Toukley Administration and Service Centre, Arwen runs several critical areas of the support team. She is our longest serving team member, her son Jack keeps her on her toes with his active, boisterous nature.


Carol-Ann Noctor
Financial Planning Assistant

Part of our Toukley Administration and Service Centre, Carol-Ann is our Senior Administrator who heads up the back office of Partners in Wealth and Integrated Wealth Solutions, “Irish” moved here from Ireland 18 months ago where she worked for Allied Irish Banks.

Fiona Castle
Financial Planner

Holding 13 years of experience in the Financial Services industry, Fiona has gained a level of expertise that we are proud to have as part of our team. In her spare time, Fiona’s passion is health and fitness.

Adviser Profile

Courtney Hawkins
Admin/Trainee Paraplanner

Courtney is our wonderful receptionist, manning the front desk and phone. She has recently decided to pursue a career as a Financial Planner. When not at work, Courtney enjoys creating music as a budding singer/pianist.

Joanne Matthews
Financial Planner

Joanne comes to Lucrum Financial Solutions with over 18 years experience in the financial planning industry with various roles including Client Service Officer, Senior Paraplanner and Senior Financial Adviser.  Her experience and technical knowledge will enable her to provide her clients with a high standard of advice specialising in Retirement Planning.

Joanne’s interest include spending time with her family and friends on weekends and has a keen interest in travelling.

Adviser Profile

Melissa Bush
Administration

Melissa is one of our administration officers. Her primary role is to assist in the preparation of reviews, maintenance of our records and generally helping around the office. Melissa has two boys, both avid football fans, who keep her busy on weekends.

Tanya Kay
Administration

Another integral member of our Toukley Administration and Service Centre, Tanya’s primary role is the support of the Financial Planner’s in the preparation of client files, processing applications and also greeting clients when they arrive for meetings. When not at work, Tanya enjoys working with horses.

Erika Wright
Financial Planner

Erika started her career in Financial Services in 1993 with an Insurance Brokerage in Sydney, and has since developed strong skills in insurance, customer service, accounting and compliance. To pursue her passion for Financial Planning, Erika commenced study at the University of Wollongong in 2013 and attained her Bachelor of Commerce (Financial Planning & Accountancy) in 2017. Erika moved to Jervis Bay in 2009 with her husband and five children and enjoys playing for the local ladies soccer team.

Adviser Profile