Peter Sheppeard – Financial Adviser

Adviser identifying number: 1002119
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: TRIPLE C CONSULTING PTY LTD
Licence number: 346282
Licensee’s ABN: 45141412106
Licence controlled by:

The date the Financial Adviser commenced the appointment: 29/10/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TRIPLE C CONSULTING PTY LTD
Authorised Representative identifying number: 346282
Authorised Representative’s ABN: 45141412106

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:

  • Bachelor of business (finance) – Charles Sturt university
  • PS146 – securities, future markets & managed investments – Deakin Prime
  • Professional diploma in stockbroking – Deakin Prime
  • Responsible executive: markets – Deakin prime
  • Superannuation accreditation – Rmit university

Relevant memberships of professional bodies or industry associations: Stockbrokers Association of Australia

Peter Sheppeard is authorised to provide advices on following products:

  • Derivatives
  • 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