Financial Adviser
· SYDNEY, NSW
Olivia Sheppard
No disciplinary history on record with ASIC
New
Adviser
ASIC Registered · ADV 001316421
Olivia Sheppard is a financial adviser based in Sydney, New South Wales. Olivia is currently authorised under Lorica Partners Pty Limited. Olivia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Olivia holds a Bachelor of Commerce (Financial Planning) from The University of Wollongong.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2024
Bachelor of Commerce (Financial Planning)
The University of Wollongong