Paul Arthur Shepherd – Financial Adviser

Adviser identifying number: 1001430
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: ALMAN PARTNERS PTY. LTD.
Licence number: 222107
Licensee’s ABN: 32090789218
Licence controlled by: ALMAN PARTNERS PTY. LTD.

The date the Financial Adviser commenced the appointment: 16/12/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ALMAN PARTNERS PTY. LTD.
Authorised Representative identifying number: 222107
Authorised Representative’s ABN: 32090789218

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

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Accredited Investment Fiduciary – fi360 Pacific
• Certified Financial Planner – Financial Planning Association of Australia Limited
• Diploma in Business (Frontline Management) – Australian Institute of Management
• Diploma of Financial Services (Financial Planning) – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Paul Arthur Shepherd is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility