PAUL MICHAEL SHEPHARD

Licensee: ST. MICHAEL'S FINANCIAL SERVICES PTY LTD

PAUL MICHAEL SHEPHARD (Adviser# 000266827) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 18, 2012.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL MICHAEL SHEPHARD
Adviser Number 000266827
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000417684
ST. MICHAEL'S FINANCIAL SERVICES PTY LTD
Licence ABN 57151358673
Adviser Start Date 2012-07-18
Appointing Representative Name ST. MICHAEL'S FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000417684
Appointing Representative ABN 57151358673

Authorisations to provide financial product advice

  • PAUL MICHAEL SHEPHARD
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Banking & Commercial Law) Curtin University of Technology
Diplma of Financial Services (Financial Planning) Pinnacle
Diploma of Finance & Mortgage Broking Kaplan
Margin Lending Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000417684 ST. MICHAEL'S FINANCIAL SERVICES PTY LTD 2012-07-18 - ST. MICHAEL'S FINANCIAL SERVICES PTY LTD
000231138 FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2008-08-13 - 2012-07-17 PAUL MICHAEL SHEPHARD

Licensee Information

Licence Name ST. MICHAEL'S FINANCIAL SERVICES PTY LTD
Licence Number 000417684
Licence ABN 57151358673

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.