Financial Adviser
· MELBOURNE, VIC
James Shepherdson
No disciplinary history on record with ASIC
MELBOURNE,
VIC
22
Years experience
ASIC Registered · ADV 001001923
Licensee
Melbourne, VIC (licence address on ASIC register)
About James Shepherdson
James Shepherdson is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. James works at Bell Potter Securities, which is licensed through Bell Potter Securities Limited. James holds authorisations to advise on superannuation, managed investments, securities and derivatives. James's qualifications include a Bachelor of Business (Economics & Finance) from RMIT. James is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1998
Level 1 & 2 Accredited Derivatives Adviser
ASX
2002
Bachelor of Business (Economics & Finance)
RMIT
2002
SDIA Accreditation Program Assessment
SDIA / Deakin University
2011
Margin Lending Accreditation Program
Kaplan Education Pty Ltd