Shelley Marsh

Marsh Financial Advice

Silver
6 Yrs Experience
Marrickville, NSW 2204
At Marsh Financial Advice our passion is helping our clients secure their financial futures and achieve their goals. Whether you need advice around your superannuation, preparing for retirement, investing, insurance or need help in making a big financial decision. We are here to support you. The first appointment is complimentary so please contact us to organise an initial chat and to see how we can help you. Follow me on Facebook: https://www.facebook.com/marshfinancialadvice/ Or on Instagram: https://www.instagram.com/marshfinancialadvice/

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Marsh Financial Advice

Suite 2, 136 Marrickville Rd
Marrickville, NSW 2204

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Madison Financial Group Pty Ltd

AFSL 246679

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Shelley has been the perfect adviser for me. My husband & I engaged Shelly at the beginning of 2018. When I lost my husband suddenly and unexpectedly in late 2018, Shelley helped me navigate the financial admin that came with that. She made that process as easy as she could for me at such a difficult time. Six months later, we put a new plan together that has given me financial confidence and peace of mind for my future. Shelley is the consummate professional. She clearly knows her stuff and listens to her clients with patience and caring. I am and will continue to be grateful for all the expert advice and guidance she has given me. I would gladly recommend her to anyone."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2017

Tier 1 Margin Lending (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2000

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
1995

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

Stockbrokers and Financial Advisers Association (SAFAA)

Membership type
Member
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