Financial Adviser
· WILLETTON, WA
Paul Michael Shephard
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000266827
Paul Michael Shephard is a financial adviser based in Willetton, Western Australia, with 25 years of experience in the financial services industry. Paul is currently authorised under St. Michael's Financial Services Pty Ltd. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Banking & Commercial Law) from Curtin University of Technology.
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
2000
Bachelor of Commerce (Banking & Commercial Law)
Curtin University of Technology
2012
Diplma of Financial Services (Financial Planning)
Pinnacle
2012
Margin Lending
Kaplan
2013
Diploma of Finance & Mortgage Broking
Kaplan
Registration History
Source: ASIC Financial Advisers Register