Financial Adviser · PERTH, WA

Ryan Shepherd

PERTH, WA

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 001005510

Licensee

Jbwere

Melbourne, VIC (licence address on ASIC register)

View licensee

About Ryan Shepherd

Ryan Shepherd is a financial adviser based in Perth, Western Australia, with 25 years of experience in the financial services industry since 2001. Ryan is currently authorised under Jbwere. Ryan holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Ryan's qualifications include a Bachelor of Business (Economics and Finance) from Edith Cowan University.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Foreign Exchange Deposit Products Government Bonds Margin Lending

Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Business (Economics and Finance)

Edith Cowan University

1997

Diploma of Business Programming

Computer Power Training Institute

2001

Certificate III in Property Services

The Real Estate Institute of Western Australia

2004

8 unit Diploma of Financial Planning

Financial Advice Association of Australia Limited

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Jbwere Ltd

Oct 2009 - Present Current

Superannuation - Can only advise on a person's existing holding in a superannuation product

Source: ASIC Financial Advisers Register