Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Patrick Charles Sheppard

21 Years experience
Tax advice
authorised
Currently at
Psk Advisory Services Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000289212

Patrick Charles Sheppard is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry. Patrick is currently authorised under Psk Advisory Services Pty Ltd. Patrick 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 Financial Planning from University of New South Wales (UNSW). Patrick is a member of Financial Services Institute of Australasia (FINSIA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or derivatives

Authorised to provide tax financial advice services

Qualifications and Training

1999
Bachelor of Commerce (Banking and Finance)
University of Canberra
2005
Certificate IV in Financial Services (Finance/Mortgage Broking)
Tribeca
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2009
Self Managed Superannuation Funds
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2013
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2015
ALPA Accredited Listed Product Adviser
Kaplan Professional
2017
Master of Financial Planning
University of New South Wales (UNSW)
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
Dec 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or derivatives
Charter Financial Planning Limited
May 2020 - Dec 2022 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Jun 2005 - May 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register