MCom (FinPlan), BBus, CFP®
Director & Financial Planner
Matthew began working at Westpac in 1997 whist completing a Bachelor of Business (Banking and Finance) in Brisbane. On completion he was accepted into Colonial’s Graduate Management program based in Sydney. This program provided Matthew with extensive exposure to financial services from both an operational and management perspective.
In 2000, Colonial merged with the Commonwealth Bank and Matthew became a Financial Planner. At the time he was already furthering his studies, completing a Master of Commerce (Financial Planning). Matthew then moved to London to work for global bank, HSBC, prior to returning home to Cairns in 2003 to join his father, Fred Parrish, in his financial planning practice.
In 2009, Matthew took over from his father and joined Anthony Menico and Jo Tuck to form Menico Tuck Parrish Financial Services.
In 2017, Parrish Financial was established.
Matthew is a Cairns local, and together with his wife Monique, they have a young son. Matthew also enjoys travel, snow skiing and fishing.
Words to live by:
“You cannot have a positive life and a negative mind.” – Joyce Meyer
MCom (FinPlan), DipFP, CFP®
Rochelle started her financial planning career in her home town of Ballarat in 2001. Seeking warmer weather and more inspirational surrounds, she moved to Cairns with her husband Dean in 2005. She joined Fred Parrish Financial Services as a paraplanner and continued this role with Menico Tuck Parrish Financial Services, before her appointment as a Financial Planner in 2014.
Whilst working and raising a young family, Rochelle continued to study and completed her Masters of Commerce (Financial Planning) in 2011, graduating with a Distinction. She was also awarded the Postgraduate Dean’s Medal and received an award from the Financial Planning Association of Australia in recognition of her academic excellence.
A keen sportswoman, Rochelle plays netball for the Cairns Saints and also enjoys the varied training regime of triathlons. Rochelle and Dean have three young daughters, so at present Rochelle balances her time between her family and career.
Words to live by:
“Believe you can and you’re halfway there.” – Theodore Roosevelt
Nicole joined the financial services industry in 2007 and brings with her valuable knowledge and understanding in all facets of financial planning. Although previously a Financial Planner, Nicole’s real passion lies within the Paraplanning arena where she is responsible for overseeing the companies’ adherence to regulatory compliance standards, as well as the preparation of advice documentation.
She enjoys working closely with planners and clients alike to achieve the best possible outcome. This is done through the data collection process, conducting research and technical analysis. Nicole plays a key role in the strategy modelling process and works to find optimum results for the development of the financial plan.
Client Services / Accounts
Lee-Anne has been working alongside Matthew and Fred since 2004, managing the various accounting functions required as well as looking after the smooth running of the general office. Lee-Anne’s role within the business is a part time role, primarily providing clerical support to other staff. Lee-Anne enjoys working in client services and guiding clients through the necessary administration associated with their plans and helping to maintain communication between clients and planners.
When not at work, Lee-Anne is kept busy with her passion for yard work, reading and her ever increasing number of grandchildren.
Trish brings a wealth of knowledge to the team and is responsible for ensuring the efficient delivery of advice and strategy implementation. She has worked in financial services since 2010. Trish started working with Matthew, Rochelle and Fred in 2010 and prior to this, held senior positions in various government departments. In 2011 she relocated to Melbourne, and then Brisbane, where she worked within a Financial Planning team within an industry super fund. She returned to Cairns in 2014 and recommenced working with Matthew, Rochelle and Fred. She has completed the Diploma of Financial Planning and also holds a Bachelor of Applied Science.
Trish is a keen traveller and enjoys sampling the different tastes of the world.
Tanille’s role in Client Services ensures that ongoing administration and implementation of advice strategies are completed efficiently and accurately. Tanille has 5 years industry-experience; and helps clients with her keen and bubbly personality.
Clarence’s role in Client Services ensures that ongoing administration and implementation of advice strategies are completed efficiently and accurately. has 8 years industry experience up his sleeve; after spending the majority of this time in a paraplanning role. When asked what his favourite part of the job is; he admits that it’s “the people”. Whether it’s the staff or the clients, he is find the daily interactions positive and enjoyable.
Fred has been involved in the financial services industry for over 40 years. Over his career, he has received many awards with his most recent accolade being the formal recognition of his significant contribution to the industry. Fred continues to provide his extensive experience as a consultant.
Parrish Financial is the evolution of a second generation financial planning firm, led by Matthew Parrish. Matthew has been in the financial services industry almost 20 years, continuing the legacy built by his father Fred Parrish, who commenced his planning career in 1972. Fred continues to consult to the business and has worked with both Matthew and Rochelle for over 12 years.
All team members have previously worked in larger financial planning firms, however have chosen to continue their careers within a smaller firm, allowing personalised advice and service, whilst also providing a healthy work-life balance.
At Parrish Financial we are experienced, focused and positive in our approach. We work with you to enhance your potential to achieve what’s important to you.
Advice and review process
Six steps to cover all bases
Our advice and review process ensures optimal consulting that meets or surpasses every requirement set out by the financial planning industry.
We draw on over 40 years’ combined experience and are active members of our industry’s professional associations. We maintain high standards and professional integrity.
This is all about you and what is important to you.
A vitally important step in the process, because the better we know and understand what it is you are looking to achieve, the better equipped we are in helping to guide you on the right path.
We will ask about your:
- past experiences,
- future aspirations, and;
- current financial situation.
We listen, answer any questions you may have and provide you with ideas and information, so you can decide where to go next.
2. Research & Analysis
Once we understand what It is that you want to achieve we undertake a detailed assessment of your current position in relation to your goals, weighing our findings against your priorities and desired timeframes. This step involves gathering up to date information on any financial products you currently hold, plus looking at other issues which may affect your ability to achieve your goals.
3. Strategy Development
Based on our research and analysis, we then develop a strategy which is tailored specifically for you. In doing so we compare various strategies, looking at how to get you from where you are now to where you want to be in the future. This usually encompasses looking at how to protect you along the way.
We then document your personalised strategy in your Statement of Advice. This is your financial roadmap which will contain your action items and if appropriate, details of any recommended financial products.
4. Presentation & Approval
After our analysis is complete, we will present you with your Statement of Advice which will clearly explain the rationale behind each of our recommendations for you. It is vital that you feel comfortable with and understand the strategies we are recommending, and why they are appropriate for you.
Please take this opportunity to ask questions and further enhance your knowledge. Only once you fully understand and are satisfied with our advice should you approve implementation of these recommendations.
5. Implementation of Action Plan
After discussing the strategies and making any adjustments which may be required, we implement your financial plan in accordance with our detailed agreement.
6. Regular Reviews & Ongoing Advice
As life changes, so too will your It (not to mention the impact of economic and legislative changes which are out of your control).
Meeting regularly and checking on how you are tracking is essential in ensuring the continued suitability of your plan and allows for modifications as required.
In addition to this, we love sharing in your successes and seeing you achieve what is important to you. This brings us a great deal of satisfaction and reinforces why we do what we do.
Want to get in touch?
Call us on 07 40 547 778 or use the online form and we’ll reply to you shortly.