Plan Plus Wealth Advisers

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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…

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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.

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Rebecca O’Neill

Rebecca O’Neill joined Plan Plus in February 2024 as a provisional adviser, marking the latest milestone in her 8.5-year journey in the financial services industry. Starting as a receptionist and progressing through roles in Client Support, Paraplanning, and adviser support, Rebecca’s diverse experience underscores her commitment to deliver the best client experience she can. Driven by a deep-seated passion for helping clients lead easier lives with confidence in their financial decisions, she aspires to become a fully-fledged financial adviser. Beyond her professional pursuits, Rebecca finds joy in motherhood with three children, cherishes moments spent with friends, and indulges in her love for reading.

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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. Starting out as a paraplanner and moving through to an adviser role, she has finally come full circle back to the work that she loves best – putting together comprehensive strategies and plans for well loved clients. Wonder women to two beautiful girls. Groupie to ol’ time rocker Kiwi husband. Organiser extraordinaire who loves to throw a good party. Long-time backpacker and travel enthusiast. Home renovator wannabee. Must have good coffee first thing in the morning and can’t say no to wine and cheese.

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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.