William Shepherd – Financial Adviser
Adviser identifying number: 1252585
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: PITCHER PARTNERS SA FINANCIAL PTY LTD
Licence number: 487781
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 27/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PITCHER PARTNERS SA FINANCIAL PTY LTD
Authorised Representative identifying number: 487781
Authorised Representative’s ABN:
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:
You may be interested in:
>>>Tips to Avoid Holiday Scams
>>>How to Handle Unexpected Expenses
>>>9 Major Risks of Investing in Cryptocurrency
Relevant qualifications and training: Diploma of Financial Services – Financial Education Professionals Pty Ltd
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
William Shepherd is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Superannuation