Introducing your Bridges financial planning team...Introducing your Bridges financial planning team...
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Introducing your Bridges financial planning team Tamworth Contact details Shop 3, 481 Peel Street, Tamworth NSW 2340 Telephone: 02 6701 9100 Email: [email protected] 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 WMA-19141 0316
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: [email protected]
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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