Paul Michael Shephard
Financial Adviser in Willetton, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000266827
- Location
- Willetton WA 6155
- Licensee
- ST. Michael's Financial Services Pty Ltd (AFSL 417684)
- Authorised since
- 18 July 2012
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce (Banking & Commercial Law), Curtin University of Technology (2000); Diplma of Financial Services (Financial Planning), Pinnacle (2012); Margin Lending, Kaplan (2012); Diploma of Finance & Mortgage Broking, Kaplan (2013)
- 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 Paul Michael Shephard
Paul Michael Shephard is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Willetton, Western Australia (adviser number 000266827).
The licensee Paul advises under is ST. Michael’s Financial Services Pty Ltd (AFS licence 417684). That authorisation dates from 18 July 2012.
The register records 2001 as the year Paul first provided financial advice. The qualifications listed for Paul include Bachelor of Commerce (Banking & Commercial Law) (Curtin University of Technology, 2000), Diplma of Financial Services (Financial Planning) (Pinnacle, 2012) and Margin Lending (Kaplan, 2012).
Paul 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 Paul Michael Shephard a registered financial adviser?
Yes. Paul Michael Shephard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000266827.
Which licensee does Paul Michael Shephard work under?
ST. Michael's Financial Services Pty Ltd, Australian financial services licence 417684.
What can Paul Michael Shephard 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.