Financial Adviser · MELBOURNE, VIC

Gleb Sheptun

3 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001304068

Gleb Sheptun is a financial adviser based in Melbourne, Victoria, with 3 years of experience in the financial services industry since 2023. Gleb is currently authorised under Lifespan Financial Planning. Gleb holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gleb holds a Bachelor of Commerce Majoring in Financial Planning and Finance from Deakin University.

Authorised to Advise On

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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2019

Bachelor of Commerce Majoring in Financial Planning and Finance

Deakin University

Registration History

Lifespan Financial Planning Pty Ltd

Jun 2023 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Source: ASIC Financial Advisers Register