Preview

Join Shelley Marsh online continuing professional development (CPD), from Marsh Financial Advice, as she explores how a Margin Loan can help you build your wealth for busy professionals.

At the end of the session the participant will be able to:
(1) Understand how a margin loan works and how it can be used to build wealth over time
(2) Understand LVR’s, margin calls and buffers
(3) Understand the risks involved in margin lending

[RICH_REVIEWS_SHOW num=”all” id=”20559″ category=”wealth margin lending 2018″]

LogCPD

At CPD for Me you can record all CPD activities from any provider for five years on any device. LogCPD allows you to add action items, record, store, email and print CPD activities.

About your Speaker

Shelley Marsh is the Principal and Founder of Marsh Financial Advice. She has a passion for helping her clients understand their money and to support them to make better financial decisions. Her focus is on getting to know her clients: their values, their goals, what is truly important to them, where they are at in their lives, and most importantly where they would like to be. She spends a lot of time listening.

Prior to becoming a Financial Adviser, Shelley spent 16 years working in financial markets. Starting her career on the Japanese stock market as an investment analyst, she has also worked for international hedge funds and large Australian institutions investing on the Australian stock market.

Shelley’s areas of expertise include:

• Wealth creation strategies including investing in direct shares and/or managed funds;
• Superannuation;
• Self-Managed Superannuation Fund (SMSF);
• Insurance – life, income protection, trauma or business insurance;
• Margin lending;
• Debt reduction, budgeting and cashflow management strategies.

Shelley’s qualifications include:

• Honours Degree in Economics (First Class)
• Graduate Diploma in Applied Finance and Investment
• Diploma of Financial Planning
• Advanced Diploma of Financial Planning
• Master Stockbroker – Stockbrokers and Financial Advisers Association of Australia

To connect with Shelley on Linkedin click here (https://www.linkedin.com/in/shelleymarsh/)

To find out more about Marsh Financial Advice please visit our website here ( https://marshfinancialadvice.com.au/)

Further Information

If particular educational activities are relevant to your immediate or long term needs in relation to your professional development and practice of the law or profession, then you should claim one “unit” for each hour of online viewing, listening, and private study completing relevant downloads, available for ongoing, Ask the Expert Q&A at CPDforMe.com.au. 

The statements, analyses, opinions and conclusions in these materials are those of the author and not CPD for Me or CPD-LIVE and BD for Law Firms Programs, which act only in the capacity as convener of education courses.

No part of any seminar or legal update can be regarded as legal advice. Although all care has been taken in preparing each session, update and/or associated papers, viewers must not alter their position or refrain from doing so in reliance on any paper. Neither the author nor CPD for Me, CPD-LIVE and BD for Law Firms Programs accept or undertake any duty of care relating to any part of any presentation or relevant handouts. Copyright in this material is retained by the authors.

About CPD for Me

CPDforMe.com.au offers over 160 pre-recorded exclusive webinars filled with gems of over 100 leading Australian barristers, accredited specialists and professional service industry experts with ongoing Q&A so busy lawyers, accountants and advisors can obtain practical, relevant learning and meet CPD compliance requirements, on any device and with no travel hassles. 

CPD for Me host weekly CPD-LIVE webinars and publish on-demand CPD courses of mandatory subjects: practice management, professional skills, business skills, Australian substantive law, ethics and professional responsibility. Anywhere, anytime, any device.

A license to publish in this format has been granted to CPD for Me exclusively. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part of these materials may be reproduced by any process without written permission of CPD for Me.

CPD for Me completed Juris IT Cyber Security Health Check in June 2019 and provide a safe and secure platform for subscribers.  

CPD for Me are a 2019 Juris IT Office 365 Practice Resilience Partner and strongly recommend attending Ask Frank Fridays Live Q&A and complete your Cyber Security Health Check.

If you have any questions, please call 1300 273 463.

© Copyright 2019 CPD for Me – All Rights Reserved