Financial Adviser
· SYDNEY, NSW
Patrick Ian Shepherd
No disciplinary history on record with ASIC
SYDNEY,
NSW
11
Years experience
ASIC Registered · ADV 001009432
About Patrick Ian Shepherd
Patrick Ian Shepherd is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry since 2015. Patrick works at Novus Capital, which is licensed through Novus Capital Limited. Patrick holds authorisations to advise on superannuation, managed investments, securities and derivatives. Patrick's qualifications include a Diploma in Financial Services from AFMA.
Authorised to Advise On
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Margin Lending
Qualifications and Training
2010
Diploma in Financial Services
AFMA
2013
Macquarie University
Master of Management
2014
Macquarie University
MBA
Registration History
HALIFAX INVESTMENT SERVICES PTY LTD
SB2 SECURITIES PTY LTD
Source: ASIC Financial Advisers Register