Plan Plus Wealth Advisers

Team Profile

Matthew Marsh

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 giving professional advice to all his clients and maintaining an ongoing relationship with his clients. Matthew is part to be part of the Tamworth business community.

Advisor Profile »

Linda Marsh

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.

Advisor Profile »

Anna Moylan

Anna is a Senior Paraplanner for PlanPlus Wealth Advisers. She has been in the industry since 2006 and has experienced the ups and downs that the market and industry as thrown at her.Tim is passionate about assisting his clients in planning for financial freedom. An expert in retirement planning strategies and portfolio construction allows Tim to tailor a financial plan suited to your individual goals.Outside the office, Tim enjoys golf, and spending time on the water while teaching his daughter how to paddle a Kayak and fish.

Advisor Profile »

We'd love to hear from you

Our Friendly Team is both qualified and experienced, dedicating our time and talent creating your future.

We design individual plans to suit you, creating the opportunity you deserve.