Ned Schepis – Financial Adviser

Adviser identifying number: 240704
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989

Name of the licence holder: GOLD FINANCIAL PTY LTD
Licence number: 291389
Licensee’s ABN: 50113653946
Licence controlled by:

The date the Financial Adviser commenced the appointment: 19/06/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GOLD FINANCIAL PTY LTD
Authorised Representative identifying number: 291389
Authorised Representative’s ABN: 50113653946

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan Education Pty Ltd
  • Diploma of Financial Planning – Financial Planning Association of Australia Ltd
  • Finance Broking (Including WA Supplement) – Tribeca Learning (Aust) Pty Ltd
  • Financial Plan Construction & Review – Tribeca Learning (Aust) Pty Ltd
  • Self Managed Superannuation Funds – Tribeca Learning (Aust) Pty Ltd

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Ned Schepis is authorised to provide advices on following products:

  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility