Financial Adviser
· WEST PERTH, WA
Keith William Sheppard
No disciplinary history on record with ASIC
WEST PERTH,
WA
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249532
About Keith William Sheppard
Keith William Sheppard is a financial adviser based in West Perth, Western Australia, with 23 years of experience in the financial services industry since 2003. Keith is currently authorised under Sentry Advice. Keith holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Keith holds a Diploma of Financial Planning from Financial Planning Association of Australia Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Financial Planning Association of Australia Limited