Financial Adviser
· MACKAY, QLD
Paul Arthur Shepherd
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001430
Paul Arthur Shepherd is a financial adviser based in Mackay, Queensland, with 15 years of experience in the financial services industry. Paul is currently authorised under Alman Partners Pty. Ltd.. Paul 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 Certified Financial Planner from Financial Planning Association of Australia Limited. Paul is a member of Financial Advice Association of Australia (FAAA) and Tax Practioners Board - Tax (Financial) Adviser.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Engineering
Central Queensland University
2007
Diploma in Business (Frontline Management)
Australian Institute of Management
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2015
Certified Financial Planner
Financial Planning Association of Australia Limited