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:

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