Financial Adviser
· ANNERLEY, QLD
Michael James Sheppard
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000442280
Michael James Sheppard is a financial adviser based in Annerley, Queensland, with 14 years of experience in the financial services industry since 2012. Michael is currently authorised under Financial Design Group. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Margin Lending Accreditation Program
Kaplan Professional
2019
Graduate Diploma of Financial Planning
Kaplan Professional