PAUL ARTHUR SHEPHERD
Financial Adviser Ā· Mackay, QLD
š Qualifications & Training
2000 - Bachelor of Engineering - Bachelor Degree (AQF 7) - Central Queensland University
2007 - Diploma in Business (Frontline Management) - Diploma (AQF 5) - Australian Institute of Management
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education
2015 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practioners Board - Tax (Financial) Adviser
ā¹ļø 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.