Financial Adviser
· SYDNEY, NSW
Patrick Ian Shepherd
No disciplinary history on record with ASIC
11
Years experience
ASIC Registered · ADV 001009432
Patrick Ian Shepherd is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Patrick is currently authorised under Novus Capital Limited. Patrick holds authorisations to advise on superannuation, managed investments, securities and derivatives. Their 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
Registration History
Source: ASIC Financial Advisers Register