PATRICK CHARLES SHEPPARD
Financial Adviser · Crows Nest, NSW
📚 Qualifications & Training
1999 - Bachelor of Commerce (Banking and Finance) - Bachelor Degree (AQF 7) - University of Canberra
2005 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Tribeca
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2009 - Self Managed Superannuation Funds - Other - Kaplan Professional
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
2015 - ALPA Accredited Listed Product Adviser - Other - Kaplan Professional
2017 - Master of Financial Planning - Masters Degree (AQF 9) - University of New South Wales (UNSW)
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Services Institute of Australasia (FINSIA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.