About

I'm Shelley Marsh, and I have a confession to make.

I love money.

Not in a money grubbing, must have piles of it, greedy sort of way.  For me it is more about how it works. From the high finance world of global stock markets and interest rates, to how to best pay off a credit card; and most importantly the impact that different financial decisions have on individuals, their families and their lives. I am fascinated by all of it.

My interest in money has always been. I remember as a child my parents taking me to the Royal Show and I kept myself entertained in the lengthy queue by trying to calculate how much profit the ride made in a day. To this day my friends giggle at me when they catch me checking the stock market during play date, when most others are on Facebook. My husband bans me from Bloomberg TV when I am on holidays and I always read the business section of the newspaper first.

How it happened

This interest in money has lead me to career in finance. I started on the Japanese stock market in 1996 as a stock market analyst for Bankers Trust, picking investments for their International Fund. From there I went on to analyse shares and other investments for several Hedge Funds and I finally moved to analysing the Australian stock market in 2002.

Although I found the high finance world of global markets captivating, I always knew that I was different to my colleagues, and that is not just because I was one of the few women in a room of men in dark suits. Unlike them, I always knew that money was not the be all and end all for me. It was not the measure by which I judged myself or others. I was not a female “Gordon Gecko”. Greed was not good. Not to mention the hours in high finance were long and the culture grinding.

 

When it all changed

In 2010, I hit a turning point, after much struggle, our beloved daughter was born. She changed everything. In 2012, I left financial markets. Now was my chance to rethink my life and my career. I couldn’t bear the idea of leaving the world of finance as it is my passion, but I now wanted to use my money skills to help people and to make a difference in the lives of individuals.

 

I am a rubbish housewife, so I took a year off and started a blog called “Money Mummy”. Then a job opportunity came up to join Australia’s oldest charity ‘The Benevolent Society’ to teach social workers money skills and how to talk to their clients about money. This was my chance to give back, make a real difference and I found it incredibly rewarding.

 

What's happening now

In 2015, I made the move to Financial Planning as a way of using my extensive financial skills developed over my 18-year stock market career with helping change the lives of people through giving quality advice. Combining my passion for money with the ability to help others - Marsh Financial Advice was born. Having a family of my own, I understand the financial challenges that families, in particular women face.

My passion is to make the complex, simple and empower my clients with the knowledge and understanding to make confident financial decisions.

When I am not at work you can find me in the Inner West, hanging out with my husband and daughter or on a play date Financial Review in one hand, play dough in the other!

I look forward to working with you.

 

My qualifications

  • Honours Degree in Economics (First Class)
  • Graduate Diploma in Applied Finance and Investment
  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • Justice of the Peace (NSW)

My memberships

  • Stockbrokers and Financial Advisers Association of Australia – Master Stockbroker (MFSAA)
  • Financial Planning Association of Australia (FPA)

Connect

If you would like to know more about me, reach out and connect on LinkedIn.