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Shelley Marsh is listed as Outsourced CIO (OCIO) and Founder of Wealth Differently at Wealth Differently, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a work email signal at benevolent.org.au and a matched LinkedIn profile for Shelley Marsh.
Shelley Marsh previously worked as Investment Committee Member at Anglican Funds South Australia and Founder and Principal Adviser at Marsh Financial Advice. Shelley Marsh holds Bachelor Of Economics (Hons), First Class from Monash University.
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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)
Listed skills include Rg146 Compliant, Excellent Public Speaking Skills, Highly Developed Written And Verbal Communication Skills, Capital Markets, and 16 others.
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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.
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.
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.
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.
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.
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.
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Shelley Marsh works for Wealth Differently.
Shelley Marsh is listed as Outsourced CIO (OCIO) and Founder of Wealth Differently at Wealth Differently.
AeroLeads has found 1 work email signal at @benevolent.org.au for Shelley Marsh at Wealth Differently.
Shelley Marsh is based in Greater Sydney Area, Australia, Australia while working with Wealth Differently.
Shelley Marsh has worked for Wealth Differently, Anglican Funds South Australia, Marsh Financial Advice, Madison Financial Group, and The Benevolent Society.
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Shelley Marsh holds Bachelor Of Economics (Hons), First Class from Monash University.
Shelley Marsh is listed with skills including Rg146 Compliant, Excellent Public Speaking Skills, Highly Developed Written And Verbal Communication Skills, Capital Markets, Trading, Wealth Management, Equities, and Etfs.
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