Nicholle Louise Shepherd
Financial Adviser in Kincumber, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000279077
- Location
- Kincumber NSW 2251
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 2 July 2019
- First provided advice
- 2001
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Margin Lending and Geared Investments, Kaplan Professional (2010); Self Managd Superannuation Funds, Kaplan Professional (2011); Accredited Listed Product Adviser Program, Kaplan Professional (2020); Master of Applied Finance (Financial Planning), Charles Sturt University (2024)
- Memberships
- SMSF Association
- 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 Nicholle Louise Shepherd
On the Financial Advisers Register kept by ASIC, Nicholle Louise Shepherd appears as a current financial adviser in Kincumber, New South Wales, adviser number 000279077.
The licensee Nicholle advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 2 July 2019.
According to the register, Nicholle first provided financial advice in 2001. The qualifications listed for Nicholle include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009), Margin Lending and Geared Investments (Kaplan Professional, 2010) and Self Managd Superannuation Funds (Kaplan Professional, 2011). Nicholle is recorded as a member of SMSF Association.
The authorisation covers advice 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 Nicholle Louise Shepherd a registered financial adviser?
Yes. Nicholle Louise Shepherd is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279077.
Which licensee does Nicholle Louise Shepherd work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Nicholle Louise Shepherd 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.