SUZANNE FAYE SHEPHERD
Financial Adviser · West End, QLD
📚 Qualifications & Training
2015 - Cavendish & ICFS Specialist SMSF course - Other - The University of Adelaide
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Group
2017 - TASACLv1 Commercial Law - Other - Kaplan Higher Education Pty Limited
2019 - Accredited Listed Product Adviser Program - Other - Kaplan Higher Education Pty Limited
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Services Institute of Australasia (FINSIA)
Mortgage and Finance Association of Australia (MFAA)
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.