Financial Adviser
· KINCUMBER, NSW
Nicholle Louise Shepherd
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000279077
Nicholle Louise Shepherd is a financial adviser based in Kincumber, New South Wales, with 25 years of experience in the financial services industry. Nicholle is currently authorised under Capstone Financial Planning Pty Ltd. Nicholle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance (Financial Planning) from Charles Sturt University. Nicholle is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
2011
Self Managd Superannuation Funds
Kaplan Professional
2020
Accredited Listed Product Adviser Program
Kaplan Professional
2024
Master of Applied Finance (Financial Planning)
Charles Sturt University