Keith Sheppard
Financial Adviser
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About
Keith Sheppard is an ASIC-registered financial adviser based in West Perth, WA, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a Diploma of Financial Planning from the Financial Planning Association of Australia Limited obtained in 2003, Keith has a solid foundation to provide expert guidance. Keith is authorized to provide advice on a broad range of financial products, ensuring comprehensive support for various financial needs. He offers advice on superannuation, insurance, wealth management, and retirement planning, along with expertise in investment life insurance, life risk insurance, and securities. Furthermore, he is qualified to provide advice on retirement savings accounts and government debt securities. Key services include: • Superannuation advice • Retirement Planning • Wealth Management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Keith Sheppard today to schedule a consultation and discover how personalized financial advice can make a difference.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Keith Sheppard offer?
Keith Sheppard provides advice on a range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Keith Sheppard have?
Keith Sheppard holds a Diploma of Financial Planning from the Financial Planning Association of Australia Limited, obtained in 2003.
How can Keith Sheppard help me with retirement planning?
Keith can help you create a personalized retirement plan based on your unique circumstances and goals. He can advise on superannuation strategies, investment options, and income projections to help you achieve a comfortable retirement.
What is the first step in working with Keith Sheppard?
The first step is to schedule an initial consultation. This allows Keith to understand your financial situation, goals, and risk tolerance. It's an opportunity for you to ask questions and determine if his services are the right fit for your needs.
Does Keith Sheppard provide insurance advice?
Yes, Keith provides advice on both investment life insurance and life risk insurance to help protect you and your family from unforeseen events.
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