Simon Shepherd
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Simon Shepherd is an ASIC-registered financial adviser based in Chatswood, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business (Finance & Accounting) from the University of Technology (1996) and a Diploma in Financial Planning from Kaplan Professional (2009), Simon possesses a strong foundation of knowledge and experience in the financial services industry. Simon is authorized to provide advice on a wide range of financial products, ensuring his clients receive well-rounded guidance to suit their unique circumstances. He can assist with superannuation advice, insurance solutions, wealth management strategies, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice to optimise your retirement savings • Insurance solutions to protect you and your family • Wealth management strategies for long-term financial security • Retirement planning to ensure a comfortable future • Investment advice tailored to your risk profile and goals If you are seeking professional financial advice to navigate your financial journey, contact Simon Shepherd today for a consultation.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What financial planning services does Simon Shepherd offer?
Simon Shepherd provides a comprehensive range of financial planning services, including superannuation advice, insurance, wealth management, and retirement planning. He is also authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Simon Shepherd have?
Simon Shepherd holds a Bachelor of Business (Finance & Accounting) from the University of Technology and a Diploma in Financial Planning from Kaplan Professional. He is also an ASIC-registered financial adviser.
How does Simon Shepherd approach financial planning?
Simon Shepherd provides tailored financial advice based on your individual circumstances and goals. He takes the time to understand your needs and objectives before developing a personalized financial plan.
What should I expect during my first consultation with Simon Shepherd?
During your initial consultation with Simon Shepherd, you can expect to discuss your financial situation, goals, and concerns. Simon will explain his services and how he can help you achieve your financial objectives.
How can Simon Shepherd help me with my retirement planning?
Simon Shepherd can help you create a comprehensive retirement plan that considers your current financial situation, retirement goals, and risk tolerance. He can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.