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.
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 practice to run smoothly.
Tim is one of the Director’s of Plan Plus and commenced his career in the Financial Services Industry over 12 years ago.
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.