Roger Shepherd
authorised
About Roger Shepherd
Roger Shepherd is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry since 2009. Roger works at Industry Fund Services, which is licensed through Industry Fund Services Limited. Roger holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Roger's qualifications include a Bachelor of Business (Business Administration) from RMIT. Roger is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Restrictions: IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: Limited (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement
Authorised to provide tax financial advice services
Qualifications and Training
Registration History
Source: ASIC Financial Advisers Register