Shelley Marsh Email & Phone Number

Sydney, New South Wales, Australia

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… 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

Adelaide, South Australia, Australia

I 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.

Sydney, Australia

Marsh 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.

Sydney, Australia

Working 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.

Sydney, Australia

MoneyMinded 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.

Sydney, Australia

In 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.

Sydney, Australia

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… 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

Sydney, Australia

I 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.

Sydney, Australia

BT 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.

Bachelor Of Economics (Hons), First Class

Graduate Diploma In Applied Finance And Investment

Diploma Of Financial Planning, Financial Planning And Services

Advanced Diploma Of Financial Planning

Certificate Iv - Training And Assesment