Roger Earle Shephard – Financial Adviser
Adviser identifying number: 300549
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: EQUITY UNDERWRITERS PTY LIMITED
Licence number: 244040
Licensee’s ABN: 61056617862
Licence controlled by:
The date the Financial Adviser commenced the appointment: 16/12/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EQUITY UNDERWRITERS PTY LIMITED
Authorised Representative identifying number: 244040
Authorised Representative’s ABN: 61056617862
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:
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Relevant qualifications and training:
- Chartered Accounting – Institute of Chartered Accountants
- Chartered Secretaries – Governance Institute of Australia
- Taxation – Registered Taxation Agent
- Taxation – Taxation Institute of Australia
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Roger Earle Shephard is authorised to provide advices on following products:
- Securities