Protecting You, Your Family and Your Business Using Insurance (2018)
This session explores how to protect your personal wealth and your business should anything happen to you.
- The role of Trauma/Life/TPD and Income Protection Insurance in protecting your wealth
- Issues to consider when structuring your insurance
- The difference between structuring your insurance inside and outside of superannuation
- The Role of Key Person and Business Expense insurance in protecting your business
About your Speaker: Shelley Marsh – Marsh Financial Advice
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;
- 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/)
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.
The statements, analyses, opinions and conclusions in these online materials are those of the author and not “CPD for Me” or “CPD-LIVE”, which act only in the capacity as convener and publisher of education courses.
No part of any CPD-LIVE, CPD for Me webinar or on-demand CPD legal update can be regarded as legal advice. Although all care has been taken in preparing each CPD session, 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” or “CPD-LIVE” 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.
All “CPD for Me” accounts include LogCPD free, where you can LogCPD activities from any provider. LogCPD also tallies units and you can download, print, sign and email your CPD compliance statement by lawyer CPD period 1/4/xx to 31/3/xx.
About CPD for Me:
“CPD for Me” publishes over 100 leading Australian barristers, accredited specialists and professional service industry experts exclusive professional development online with handouts plus 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” hosts regular “CPD-LIVE” webinars and publishes on-demand CPD courses of mandatory lawyer subjects: practice management, professional skills, business skills, Australian substantive law, ethics and professional responsibility.
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”.
If you have any questions, please call 1300 273 463.
© Copyright 2018-2022 CPD for Me – All Rights Reserved