Shelley Marsh Email and Phone Number
Shelley Marsh work email
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Shelley Marsh personal email
I am an independent investment sounding board for HNW individuals and families who collaborates with all your advisers and works as your CIO to ensure you get the best outcomes for you. The world of HNW investing is complex. You get shown many ideas, products and investments from various sources whether it be private bankers, stockbrokers, accountants or friends. Sorting through all the ideas and figuring out what is right for you can be difficult. Building those ideas into a logical portfolio which meets your goals can be challenging, especially when there are legacy assets, multiple structures or a liquidity event.I use my skills and expertise developed over 28 years in investment markets and advising to help you navigate the myriad of investment options and develop a clear framework decision making. I take an independent CIO role and help you to understand the investments you have and the risks you are taking. I am your double check, your second set of eyes over all your investments and your total wealth to make sure that you are achieving your goals and what is important to you. As new opportunities arise I help you evaluate them and view them in the context of your wealth. I work collaboratively with all your advisers whether they are your private banker, accountant, stockbroker or financial adviser to make sure that everyone is on the same page and that they understand what you are trying to achieve. Together we develop a schedule of regular reviews and meetings to make sure you stay on track and get the most from all of your advisers.I do not take a cookie cutter corporate approach to investments. I am not related to any product providers, so I have no incentive to ‘sell’ you product or to be sold to. I have no interest in gathering funds under management. I charge a flat fee for my service and only get paid by you. My objective is to lift the burden of managing your wealth by being your independent sounding board, and making sure all your advisers are on the same page and working towards your goals. I aim to give you the support you require so you have the confidence and clarity to make decisions about your wealth that you are 100% comfortable with.Wealth Differently Pty Ltd (AFSL 547820)
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Outsourced Cio (Ocio) And Founder Of Wealth DifferentlyWealth Differently Jan 2023 - PresentSydney, New South Wales, AustraliaAt Wealth Differently, we serve as your independent Outsourced Chief Investment Officer (OCIO) and second set of eyes on your wealth. We guide you through the complex world of investing and collaborate with all your advisers to ensure everyone is aligned. We are your filter and sounding board of all the investment ideas that come from your other advisers and friends. We work with you to ensure you manage your wealth in a cohesive and clear manner that aligns with your vision and values. Our… Show more At Wealth Differently, we serve as your independent Outsourced Chief Investment Officer (OCIO) and second set of eyes on your wealth. We guide you through the complex world of investing and collaborate with all your advisers to ensure everyone is aligned. We are your filter and sounding board of all the investment ideas that come from your other advisers and friends. We work with you to ensure you manage your wealth in a cohesive and clear manner that aligns with your vision and values. Our independence means your best interests are always our top priority.There is no cookie cutter corporate driven approach at Wealth Differently, as our clients and their unique needs are at the centre of everything we do. We make sure that our clients have the right people at the table to support them in their decision making and that everyone is on the same page. This ensures our clients are not only just informed but empowered, placing them firmly in control and in the driver’s seat of their wealth. Show less
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Investment Committee MemberAnglican Funds South Australia Aug 2024 - PresentAdelaide, South Australia, AustraliaI have been appointed to sit on the Investment Committee for Anglican Funds South Australia. I am honoured to serve the Anglican community in South Australia.
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Founder And Principal AdviserMarsh Financial Advice Oct 2017 - Dec 2022Sydney, AustraliaMarsh Financial Advice was a highly successful financial planning business which I founded in 2017 from scratch. It provided holistic financial advice to retail and wholesale clients including wealth building and investment, portfolio management, superannuation, insurance, and estate planning. I sold this business at the end of 2022 to focus on my passion of helping high-net-worth individuals and families manage their wealth. -
Associate Financial AdviserMadison Financial Group Jul 2016 - Dec 2017Sydney, AustraliaWorking with a select group of high net worth clients to help provide holistic financial advice across a broad range of areas including direct shares, superannuation, SMSF's, insurance and estate planning. -
Moneyminded CoordinatorThe Benevolent Society Oct 2013 - Jul 2016Sydney, AustraliaMoneyMinded is Australia's most widely used financial literacy program. My role is to train those in the social work and education sectors, to give them practical financial skills so that they can then can help some of the most vulnerable people in our community. -
Senior Equities AnalystIoof Jan 2004 - Jun 2012Sydney, AustraliaIn this role I reported to the Head of Research. The role was to analyse Australian listed companies and then promote my ideas to the broader network of Financial Advisors (including advisors under the Bridges, Consultum and Wealth Managers brands). Core sectors I was responsible for included consumer staples, retail, gaming, media, banking, insurance, diversified financials, some industrials and healthcare. -
Head Of ResearchGlc Ltd. May 2002 - Nov 2003Sydney, AustraliaGLC is a United Kingdom based statistical arbitrage hedge fund. The Australian office was created to execute their strategy into the Japanese and Australian markets. I was responsible for managing and maintaining GLC’s Australian and Japanese equity portfolios. I used my fundamental equity research skills to determine which stocks would be used in our strategy and how they would be traded. I used my extensive fundamental knowledge of Australian and Japanese stocks to monitor the… Show more GLC is a United Kingdom based statistical arbitrage hedge fund. The Australian office was created to execute their strategy into the Japanese and Australian markets. I was responsible for managing and maintaining GLC’s Australian and Japanese equity portfolios. I used my fundamental equity research skills to determine which stocks would be used in our strategy and how they would be traded. I used my extensive fundamental knowledge of Australian and Japanese stocks to monitor the portfolio on a daily basis looking for any potential risk or problem positions. Show less -
Associate DirectorPm Capital Aug 1999 - Aug 2001Sydney, AustraliaI was a foundation member of PM Capital, one of Australia’s leading boutique hedge fund managers. During my time at PM Capital I had sole responsibility for the long/short positioning of the fund in the Japanese equity and currency markets. The varied aspects of my role extended from idea generation to stock specific research and valuation, through to the execution of the trades. -
Japanese Equity AnalystBt Funds Management Jan 1996 - Aug 1999Sydney, AustraliaBT Funds Management invests money on behalf of retail and wholesale clients and has $30bn in funds under management. I worked as an analyst in the international equity team focusing on Japan. My role involved analysing and valuing Japanese companies and advising the portfolio manager on the correct stock allocation.
Shelley Marsh Skills
Shelley Marsh Education Details
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First Class -
Financial Services Institute Of Australasia (Finsia)Graduate Diploma In Applied Finance And Investment -
Financial Planning And Services -
Advanced Diploma Of Financial Planning
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Hba Learning CentresCertificate Iv - Training And Assesment
Frequently Asked Questions about Shelley Marsh
What company does Shelley Marsh work for?
Shelley Marsh works for Wealth Differently
What is Shelley Marsh's role at the current company?
Shelley Marsh's current role is Outsourced Chief Investment Officer (OCIO) for HNW Individuals and Families.
What is Shelley Marsh's email address?
Shelley Marsh's email address is sh****@****.org.au
What schools did Shelley Marsh attend?
Shelley Marsh attended Monash University, Financial Services Institute Of Australasia (Finsia), Kaplan Professional, Kaplan Professional, Hba Learning Centres.
What skills is Shelley Marsh known for?
Shelley Marsh has skills like Rg146 Compliant, Excellent Public Speaking Skills, Highly Developed Written And Verbal Communication Skills, Capital Markets, Trading, Wealth Management, Equities, Etfs, Investments, Portfolio Management, Asset Management, Banking.
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