1300 193 136

Shelley Marsh

BEcon (Hons), DipFP, MSAA

Client Services Manager

The most important part of my day
is to be there for you – when you call,
when you email, when you have a question.

Shelley Marsh

BEcon (Hons), DipFP, MSAA

Client Services Manager

The most important part of my day
is to be there for you – when you call,
when you email, when you have a question.

Having a family of my own …

I understand the financial challenge that families and, in particular, women face. My passion is to make the complex seems simple and to give my clients the knowledge to make confident financial decisions.

When I’m not reading the Financial Review, you’ll find me in the inner west with my husband and young daughter.

Experience

My experience is broad, deep and varied. I have 16 years’ experience as an investment analyst in financial markets – the Japanese equity market, international shares, hedge funds and the Australian stock market.

After the birth of my daughter, I took a step back from the high pressure of the corporate world and joined Australia’s oldest charity, The Benevolent Society. There I presented ‘MoneyMinded’, teaching social workers about how to talk to their clients about money.

From investing in shares, to budgeting, saving, dealing with debt and even how to start a conversation about money, I’ve covered it all.

Expertise

• Investing in direct shares (Australian and International markets)

• Portfolio construction

• Budgeting

• Saving

• Dealing with debt

Qualifications

• Honours Degree in Economics (First Class)

• Diploma of Financial Planning

• Graduate Diploma in Applied Finance and Investment

Memberships

  • Stockbrokers Association of Australia – Master Stockbroker
  • Financial Planning Association of Australia

Quick Links

The Conscious Team

Are we right for you?

Helps me stay in control

I want my adviser to keep me informed, provide me with recommendations and reassure me that I am on the right track

Are we right for you?

Stays in touch

I want my meetings with my adviser to be convenient for me – in person, by Skype and over the phone.

Are we right for you?

Understands my values

I want someone who makes recommendations that are in my best interest and match my values.

Are we right for you?

Answers my questions

I’m looking for an adviser who will spend time answering my questions and educating me about investing.

Are we right for you?

Listens to me

I want to work with an adviser who really gets to know me and my family, our values and what is important to us.

Are we right for you?

Helps me stay in control

I want my adviser to keep me informed, provide me with recommendations and reassure me that I am on the right track

Are we right for you?

Stays in touch

I want my meetings with my adviser to be convenient for me – in person, by Skype and over the phone.

Are we right for you?

Understands my values

I want someone who makes recommendations that are in my best interest and match my values.

Are we right for you?

Answers my questions

I’m looking for an adviser who will spend time answering my questions and educating me about investing.

Are we right for you?

Listens to me

I want to work with an adviser who really gets to know me and my family, our values and what is important to us.

CORPORATE AUTHORISED

REPRESENTATIVE OF

Madison Financial Group Pty Ltd

AFSL No. 246679 ABN 36 002 459 001

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