The Gift of Financial knowledge

Thursday, 21 February 2019
5.30pm - 8.30pm
Friday, 22 February 2019
Time TBC

Thursday, 28 February 2019
5.30pm - 8.30pm
Friday, 1 March 2019
Time TBC

Thursday, 14 March 2019
5.30pm - 8.30pm
Friday, 15 March 2019
Time TBC

ADVANCED COURSE for active stock pickers

This course is a one day seminar that runs from 9am to 4pm for $750.

This seminar is for anyone who is active or wants to actively invest in individual shares - it is designed to teach you how to develop your own investment process. I will not teach you Chapter 1 of a technical or fundamental text book that you could read for yourself or cover predictable content that some much more expensive but ultimately misguided courses will offer you. Instead I will be telling you how it really works, which involves learning a realistic process for assessing shares and making money out of shares, not motherhood technical and fundamental theory, most of which doesn’t work. There is “Dumb Money” and “Smart Money”. Marcus Padley will teach you how to become a “Smart” investor.

What’s included:

  • An entertaining Educational Day with Marcus ($750)
  • Light refreshments and a drink during/afterwards ($110pp)
  • Non-Members will also receive a one month complimentary membership to the Marcus Today newsletter ($75)
  • One year Membership of the AIA ($135)
  • Total value over $1,000 for just $750!

Course Content:

  • Introduction – Outline – Why pick stocks - Do you need to pick stocks?
  • Professional Fund Management – how it's done
  • What moves a share price? – The unknown and the unexpected
  • Fundamental Analysis – STOCK BOX explained
  • Technical Analysis - Developing a technical template
  • Flow Analysis – What the Fund Managers are doing, shorting, substantials, top 20’s, Director sales
  • Where to find ideas
  • Some of the best software and sources
  • Managing the outcome – Post purchase more important than the purchase – the Excel spreadsheet, vigilance, stop losses
  • Bad Habits - Biggest errors – Emotion, Anchoring, not selling – 30 mins
  • Smart Money Dumb Money
  • Establishing your own process
  • Question time
  • Drinks and Networking


The Beginners Course is called – An Introduction to Financial Literacy. The course will run in the evenings from 5:30 pm to 8:30 pm and costs only $199. The course will appeal to anyone of any age who wants to learn basic financial concepts, understand your Super, understand some simple Super investment options and be introduced to the stock market. All presented in layman’s terms.

What’s included:

  • An entertaining Educational evening with Marcus ($199)
  • Light refreshments and a drink during/afterwards
  • Non-Members will also receive a one month complimentary membership to the Marcus Today newsletter ($75)
  • one year Membership of the AIA ($135)
  • Total value over $400 for just $199!

Course Content:

  • Some basic financial concepts we should all know
  • What is Super
  • Property versus Shares
  • How to invest in shares - the options
  • Basic tools for stock selection
  • An introduction to fundamental and technical analysis

This seminar is appropriate for all ages including your children. I wish someone had taught me this stuff when I was growing up. I look forward to seeing you or your loved ones and friends on the day.

Terms and Conditions


  • Places are limited so please book early.
  • Registrations close 1 day prior to the event.
  • Participants are encouraged to register for our seminars online via this website.
  • Registrations can be taken over the phone by calling 0458 009 821.
  • If you are unable to register online forward your interest to book a ticket to
  • A written confirmation will be emailed to you upon receiving the registration.
  • All costs are inclusive of GST.
  • The attendee will be advised if there are any changes or if the seminar is fully booked.


  • Invoices are payable upon booking your seat.
  • You may cancel your booking 7 days before the event at no charge with all proceeds refunded.
  • You may also transfer your course to a new date 7 days before the event at no charge.
  • All cancellation notifications must be in writing and emailed to
  • In the event that you are not able to attend on the day due to illness and cancel within the 7 day period you will need to provide a medical certificate to receive a refund.
  • If cancelling within a 7 day period of the event and a day before the event you are entitled to a 50% refund.
  • If cancelling on the day of the event there is no refund.
  • You may send someone in your place if you cannot attend.
  • In the event of insufficient registrations, or unforeseen circumstances, all registration payments will be refunded.


Seek your own tax advice but Course fees, Accommodation, Travel Expenses can be deductible for tax purposes if you are:

  • Upgrading your qualifications for your current role.
  • Improving your skills or knowledge used in your current role.
  • You are a trainee and the course you take forms part of the traineeship.
  • Able to show the course you were taking led to, or was likely to lead to, an increase in your current salary.

Level 3, 636 St Kilda Road.
Melbourne VIC 3004

Contact: ChiChi or Seaniese on 0458 009 821