RYAN SHEPHERD
Financial Adviser Β· Perth, WA
π Qualifications & Training
1996 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - Edith Cowan University
1997 - Diploma of Business Programming - Diploma (AQF 5) - Computer Power Training Institute
2001 - Certificate III in Property Services - Certificate (AQF 1-4) - The Real Estate Institute of Western Australia
2004 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia Limited
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
βΉοΈ 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.