Introducing your Bridges financial planning team...Introducing your Bridges financial planning team...

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Transcript of Introducing your Bridges financial planning team...Introducing your Bridges financial planning team...

Introducing your

Bridges financial planning teamTamworth

Contact detailsShop 3, 481 Peel Street, Tamworth NSW 2340

Telephone: 02 6701 9100 Email: tamworth@bridges.com.au

We are proud to have served the Tamworth

region for 30 years. Being local, our advisers

provide quality holistic financial advice using

honest and easy to understand language.

With our ongoing services, financial assistance

can be provided to you through each stage

of your life.

Left to right: Matthew Marsh, Marina Lawrence and Grant Fisher

Grant Fisher Branch Manager

Grant has been working in the financial

services industry for over 20 years and

has been a financial planner since 2007.

Grant has completed the Advanced

Diploma of Financial Services (Financial

Planning) and holds a Bachelor of

Financial Administration from University

of New England. Grant is currently

studying towards the Certified Financial

Planner qualification from the Financial

Planning Association of Australia (FPA).

Grant provides assistance with

superannuation, retirement planning,

managed investments, Centrelink, SMSF,

stockbroking, life insurance, estate

planning and tax effective strategies.

Matthew Marsh Senior Financial Planner

Matthew has been employed in

the financial services industry

since 2004, moving into financial

planning in March 2008. Matthew

completed his Graduate Certificate

in Financial Services through the

University of New England and is

currently studying for a Masters

in Financial Services through the

same institution.

Matthew provides assistance

with superannuation, retirement

planning, managed investments,

Centrelink, SMSF, stockbroking, life

insurance, estate planning and tax

effective strategies.

Marina Lawrence Financial Planner

(Conditional)

Marina has been employed in

the financial services industry

since 2010, taking on a financial

planning role in August 2015.

Marina completed her Diploma of

Financial Planning through Kaplan

and is currently studying for a

Graduate Diploma in Financial

Planning through the same

institution.

Marina provides assistance with

stockbroking, life insurance,

superannuation and managed

investments.

Bridges Financial Services Pty Ltd (Bridges). ABN 60 003 474 977. ASX Participant. AFSL No 240837.

Part of the IOOF group WM

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