Matthew Marsh

Matthew Marsh Email and Phone Number

Director and Senior Financial Planner @ PlanPlus Wealth Advisers
Tamworth, NSW, AU
Matthew Marsh's Location
Tamworth, New South Wales, Australia, Australia
About Matthew Marsh

I have worked in the financial services industry since 2004, moving into Financial Planning in March 2008. I have completed a Masters in Financial Services through the University of New England and am a member of the Financial Planning Association of Australia. I have been certified as an Accredited Age Care Professional through the Aged Care Steps program.Backed by a team of leading research analysts, I can provide clients access to a range of leading Australian and international fund managers.I enjoy achieving results and am committed to building long term relationships with clients by providing them with appropriate professional advice and personal ongoing service.

Matthew Marsh's Current Company Details
PlanPlus Wealth Advisers

Planplus Wealth Advisers

View
Director and Senior Financial Planner
Tamworth, NSW, AU
Website:
integratedwealth.com.au
Employees:
4
Matthew Marsh Work Experience Details
  • Planplus Wealth Advisers
    Director And Senior Financial Planner
    Planplus Wealth Advisers
    Tamworth, Nsw, Au
    View
  • Planplus Wealth Advisers
    Director & Senior Financial Planner
    Planplus Wealth Advisers Jul 2017 - Present
    Tamworth, New South Wales, Australia
    View
  • Planplus Wealth Advisers
    Senior Financial Planner
    Planplus Wealth Advisers Jan 2017 - Present
    Tamworth
    View
  • Bridges Financial Services
    Senior Financial Planner
    Bridges Financial Services Jul 2015 - Dec 2016
    Tamworth
    View
  • Crowe Horwath Australia
    Associate Financial Planner / Paraplanner / Client Relationship Manager
    Crowe Horwath Australia Mar 2008 - Jun 2015
    Inverell
    View

Matthew Marsh Skills

Wealth Management Retirement Planning Strategic Financial Planning Self Managed Superannuation Funds Estate Planning Stockbroking Risk Insurance Tax Effective Investment Strategies Superannuation Strategies Centrelink Entitlements Salary Packaging Financial Planning Financial Services Investment Management Personal Financial Planning

Matthew Marsh Education Details

Frequently Asked Questions about Matthew Marsh

What company does Matthew Marsh work for?

Matthew Marsh works for Planplus Wealth Advisers

What is Matthew Marsh's role at the current company?

Matthew Marsh's current role is Director and Senior Financial Planner.

What schools did Matthew Marsh attend?

Matthew Marsh attended University Of New England (Au), University Of New England (Au), University Of New England (Au), Farrer Memorial Agricultural High School.

What skills is Matthew Marsh known for?

Matthew Marsh has skills like Wealth Management, Retirement Planning, Strategic Financial Planning, Self Managed Superannuation Funds, Estate Planning, Stockbroking, Risk Insurance, Tax Effective Investment Strategies, Superannuation Strategies, Centrelink Entitlements, Salary Packaging, Financial Planning.

Who are Matthew Marsh's colleagues?

Matthew Marsh's colleagues are Rebecca O'neill.

Not the Matthew Marsh you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.