Paul Shepherd
Financial Adviser
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About
Paul Shepherd is an ASIC-registered financial adviser dedicated to providing tailored financial solutions to clients in Chevron Island and across Queensland. With a career spanning several decades, Paul brings a wealth of experience and a commitment to ethical and professional conduct, underpinned by a Bachelor of Financial Administration from the University of New England (1983) and a Graduate Diploma in Applied Finance and Investment from the Securities Institute Australia (1985). Paul continually updates his knowledge, most recently completing Ethics and Professional Relationships at QUT in 2020. As a member of the Australian Institute of Company Directors (AICD), the Financial Services Institute of Australasia (FINSIA), and the Stockbrokers and Investment Advisers Association (SIAA), Paul adheres to the highest standards of professionalism and integrity. He is authorized to provide advice on wealth management, securities, and government debt securities, ensuring clients receive comprehensive and well-informed guidance. Paul is passionate about helping clients achieve their financial goals through strategic planning and personalized advice. He offers a range of services, including: • Wealth Management Strategies • Securities Advice and Management • Government Debt Securities Consultation • Portfolio Construction and Review • Investment Planning Ready to take control of your financial future? Contact Paul Shepherd today for a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What financial services does Paul Shepherd offer?
Paul Shepherd specialises in wealth management, securities advice, and government debt securities consultation. He provides tailored financial solutions to help you achieve your financial goals.
What are Paul Shepherd's qualifications?
Paul Shepherd holds a Bachelor of Financial Administration from the University of New England and a Graduate Diploma in Applied Finance and Investment from the Securities Institute Australia. He also completed Ethics and Professional Relationships at QUT.
How does Paul Shepherd develop a financial plan for clients?
Paul works closely with each client to understand their unique financial situation, goals, and risk tolerance. He then develops a personalised financial plan that aligns with their objectives and provides ongoing support and guidance.
What professional memberships does Paul Shepherd hold?
Paul is a member of the Australian Institute of Company Directors (AICD), the Financial Services Institute of Australasia (FINSIA), and the Stockbrokers and Investment Advisers Association (SIAA).
What can I expect during my first meeting with Paul Shepherd?
During your initial consultation, Paul will discuss your financial situation, goals, and concerns. He will explain his services and how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Paul is the right financial adviser for you.
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