Keith William Sheppard
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249532
- Location
- West Perth WA 6005
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 30 January 2004
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia Limited (2003)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Keith William Sheppard
On the Financial Advisers Register kept by ASIC, Keith William Sheppard appears as a current financial adviser in West Perth, Western Australia, adviser number 000249532.
Keith provides advice as an authorised representative of Sentry Advice Pty Ltd, which holds Australian financial services licence 227748. The current authorisation started on 30 January 2004.
The register records 2003 as the year Keith first provided financial advice. The qualifications listed for Keith include Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2003).
Keith is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Keith William Sheppard a registered financial adviser?
Yes. Keith William Sheppard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249532.
Which licensee does Keith William Sheppard work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Keith William Sheppard give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.