Paul Arthur Shepherd
Financial Adviser in Mackay, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001430
- Location
- Mackay QLD 4740
- Licensee
- Alman Partners Pty. Ltd. (AFSL 222107)
- Authorised since
- 16 December 2011
- First provided advice
- 2011
- Qualifications
- Bachelor of Engineering, Central Queensland University (2000); Diploma in Business (Frontline Management), Australian Institute of Management (2007); Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2012); Certified Financial Planner, Financial Planning Association of Australia Limited (2015)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practioners Board - Tax (Financial) Adviser
- Advice areas
- superannuation, 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 Paul Arthur Shepherd
Paul Arthur Shepherd is a financial adviser in Mackay, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001001430.
Paul provides advice as an authorised representative of Alman Partners Pty. Ltd., which holds Australian financial services licence 222107. That authorisation dates from 16 December 2011.
According to the register, Paul first provided financial advice in 2011. The qualifications listed for Paul include Bachelor of Engineering (Central Queensland University, 2000), Diploma in Business (Frontline Management) (Australian Institute of Management, 2007) and Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2012). Paul is recorded as a member of Financial Advice Association of Australia (FAAA) and Tax Practioners Board – Tax (Financial) Adviser.
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Paul Arthur Shepherd a registered financial adviser?
Yes. Paul Arthur Shepherd is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001430.
Which licensee does Paul Arthur Shepherd work under?
Alman Partners Pty. Ltd., Australian financial services licence 222107.
What can Paul Arthur Shepherd give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.