JAMES SHEPHERDSON

Financial Adviser · Melbourne, VIC

Registered

JAMES SHEPHERDSON is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2004, based in Melbourne, Victoria. They are authorised to provide advice under BELL POTTER SECURITIES LIMITED (AFSL licence #000243480). Registered qualifications on file include 1998 - Level 1 & 2 Accredited Derivatives Adviser - - ASX, 2002 - Bachelor of Business (Economics & Finance) - - RMIT, 2002 - SDIA Accreditation Program Assessment - - SDIA / Deakin University. Professional memberships listed: Stockbrokers and Investment Advisers Association (SIAA).

Registration Number

001001923

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2004

Registration Date

11/03/2004

Financial Services Licensee

BELL POTTER SECURITIES LIMITED

Licence #000243480

📚 Qualifications & Training

1998 - Level 1 & 2 Accredited Derivatives Adviser - - ASX

2002 - Bachelor of Business (Economics & Finance) - - RMIT

2002 - SDIA Accreditation Program Assessment - - SDIA / Deakin University

2011 - Margin Lending Accreditation Program - - Kaplan Education Pty Ltd

🏢 Professional Memberships

Stockbrokers and Investment Advisers Association (SIAA)

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.