Meet Marina Lawrence

An informed and considered approach to your financial planning needs is an important investment in your future. My commitment to my clients is to build long-term relationships and assist them throughout their life journey with professional financial advice.

I have been working within the finance industry since 2010 and with Bridges since 2012. I undertook the role of Associate Planner in August 2015. I am currently studying for a Graduate Diploma of Financial Planning through Kaplan. My passions within finance are insurance, education and helping others achieve their goals.

My areas of expertise include:

  • Risk insurance (life, TPD, trauma and income protection)
  • Wealth creation strategies
  • Retirement planning
  • Centrelink
  • Superannuation strategies

Our office provides quality holistic financial advice to clients in Tamworth and the surrounding areas, from Narrabri to Quirindi and through to Barraba.

A country girl, I grew up in the Narrabri and Quirindi areas, moving to Tamworth in 2007. Now officially a local, I am involved with the Rotary Club of Tamworth First Light and am the Treasurer for the local New England Financial Planning Association (FPA) Chapter.

Our blog

  • What is a binding death benefit nomination? 05.10.16

    A legally binding nomination allows you to advise who will receive your superannuation benefit in the event of your death.

  • Social Security Assets Test 05.10.16

    All pensioners who are assets tested will be affected by the changes from 1 January 2017.

  • Estate Plans 05.10.16

    An estate plan includes your will and how you want your assets distributed after your death.

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