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Built on experience, guided
by independence

Independent advice. Deep experience.
A calm,considered voice in your corner.

Built to do things differently

After more than 30 years across investment markets and financial advice, Shelley Marsh saw first hand how often people with significant wealth were surrounded by opinions, products and complexity, but still lacked something important, a clear, independent voice in their corner.

That is why Wealth Differently exists.

Shelley Marsh | Financial Adviser

Your Outsourced Chief Investment Officer (OCIO)

Shelley Marsh is your independent OCIO and founder of Wealth Differently.

Shelley Marsh is the founder of Wealth Differently and acts as an Outsourced Chief Investment Officer (OCIO) and independent adviser to high net worth individuals and families. She brings a rare combination of institutional investment experience, financial advice expertise and a deeply human, collaborative approach to working with clients. Shelley’s role is not just to help clients build portfolios. It is to help them make better decisions about their wealth.

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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)

Memberships

  • Stockbrokers and Financial Advisers Association of Australia – Master Practitioner Member (MSIAA)
  • Women In Super (WIS) - Member
  • Australian Collaborative Professionals Association (AACP) - Member

Shelley's Backstory

Shelley Marsh has spent nearly 30 years helping people make smarter investment decisions.

She began her career in 1996 as a stock market analyst at Bankers Trust, researching global equities and selecting investments for institutional portfolios. Over the years, she went on to analyse shares and investment opportunities across global and Australian markets, including for hedge funds and other sophisticated investors.

That deep investment background is what sets Shelley apart.

After moving into financial advice in 2015 and building her own successful advice business, Shelley became increasingly drawn to working with high-net-worth individuals and families, helping them navigate the complexity that often comes with significant wealth.

That led to the creation of Wealth Differently.

Today, Shelley works as an independent Chief Investment Officer (OCIO) and investment adviser to high-net-worth individuals and families, helping them make calm, confident decisions about their wealth.

Her approach combines deep technical expertise with something just as important, independence, clarity and a genuine commitment to putting clients’ interests first.

Shelley’s passion is helping clients cut through complexity, understand what matters and make better long-term decisions about their wealth.

A different kind of partnership

At Wealth Differently, our role is not to overwhelm you with complexity or simply hand you more opinions. It is to bring clarity, independent thinking and calm, considered advice to the decisions that matter most.

We work closely with high-net-worth individuals and families who value having an experienced, trusted adviser in their corner, someone who can challenge ideas, simplify complexity and help them make better decisions about their wealth over time.

Because managing wealth well is not just about markets, products or performance. It is about having the right thinking, the right structure and the right support around you.

If you are looking for an independent second set of eyes on your wealth, we would love to hear from you.
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Wealth Differently holds an Australian Financial Services licence to provide services to wholesale clients only. The information on this website is only for persons who are wholesale clients as per s761G of the Corporations Act. The information includes general advice which does not consider your particular circumstances and you should seek advice from Wealth Differently who can consider if the strategies and products are right for you. You should also understand that past performance is often not a reliable indicator of future performance and should not be solely relied upon to make investment decisions.
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