PAUL CHRISTOPHER ARTHUR SHEPHERD
Financial Adviser · Chevron Island, QLD
📚 Qualifications & Training
1983 - Bachelor of Financial Administration - - University of New England
1985 - Graduate Diploma in Applied Finance and Investment - - Securities Institute Australia
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
Financial Services Institute of Australasia (FINSIA)
Stockbrokers and Investment Advisers Association (SIAA)
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.