Paul Christopher Arthur Shepherd
Financial Adviser in Chevron Island, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259364
- Location
- Chevron Island QLD 4217
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 26 June 2008
- First provided advice
- 1984
- Qualifications
- Bachelor of Financial Administration, University of New England (1983); Graduate Diploma in Applied Finance and Investment, Securities Institute Australia (1985); Ethics and Professional Relationships, QUT (2020)
- Memberships
- Australian Institute of Company Directors (AICD); Financial Services Institute of Australasia (FINSIA); Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- securities, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Christopher Arthur Shepherd
Paul Christopher Arthur Shepherd is a financial adviser in Chevron Island, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000259364.
Paul provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. That authorisation dates from 26 June 2008.
The register records 1984 as the year Paul first provided financial advice. The qualifications listed for Paul include Bachelor of Financial Administration (University of New England, 1983), Graduate Diploma in Applied Finance and Investment (Securities Institute Australia, 1985) and Ethics and Professional Relationships (QUT, 2020). Paul is recorded as a member of Australian Institute of Company Directors (AICD), Financial Services Institute of Australasia (FINSIA) and Stockbrokers and Investment Advisers Association (SIAA).
The authorisation covers advice on securities, deposit and payment products, government debentures, stocks and bonds, standard margin lending and managed discretionary account services. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Paul Christopher Arthur Shepherd a registered financial adviser?
Yes. Paul Christopher Arthur Shepherd is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259364.
Which licensee does Paul Christopher Arthur Shepherd work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Paul Christopher Arthur Shepherd give advice on?
The register lists these advice areas: securities; deposit and payment products; government debentures, stocks and bonds; standard margin lending; managed discretionary account services.