Month: March 2019

Director/Senior Financial Planner

Matthew is the Director of Plan Plus and commenced his career in the Financial Services Industry over 10 years ago.

Matthew has completed a Masters in Financial Services through the University of New England and is a member of the Financial Planning Association of Australia. Matthew enjoys assisting clients meet their financial goals by giving professional advice and maintaining an ongoing relationship with them. Matthew is part of the Tamworth business community and runs the business with his wife Linda. They enjoy going home at night to their twin goats, Ned and Peg.

Principal

Linda is a Principal of PlanPlus Wealth Advisers and is the wife of the Director, Matthew Marsh.
Linda has over 20 years of experience in the Superannuation Industry. She started out as a bookkeeper, then moved her way up to become an SMSF accountant and then moved on to managing a team of staff completing SMSF accounting work. Linda has completed an Advanced Diploma in Financial Planning, specialising in superannuation. Linda is a big supporter of her husband and has stepped in to assist him with running their business in Tamworth, using the skills and experience she has gained from her previous roles. Linda will be the friendly face you see when you walk in the door.