PAUL ARTHUR SHEPHERD


Licensee: ALMAN PARTNERS PTY. LTD.

PAUL ARTHUR SHEPHERD (Adviser# 001001430) 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 December 16, 2011.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL ARTHUR SHEPHERD
Adviser Number 001001430
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000222107
ALMAN PARTNERS PTY. LTD.
Licence ABN 32090789218
Licence Controlled By ALMAN PARTNERS PTY. LTD.
Adviser Start Date 2011-12-16
Appointing Representative Name ALMAN PARTNERS PTY. LTD.
Appointing Representative Number 000222107
Appointing Representative ABN 32090789218
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • PAUL ARTHUR SHEPHERD
  • ·
  • 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
Accredited Investment Fiduciary fi360 Pacific
Certified Financial Planner Financial Planning Association of Australia Limited
Diploma in Business (Frontline Management) Australian Institute of Management
Diploma of Financial Services (Financial Planning) Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000222107 ALMAN PARTNERS PTY. LTD.
Licence controlled by: ALMAN PARTNERS PTY. LTD.
2011-12-16 - ALMAN PARTNERS PTY. LTD.

Licensee Information

Licence Name ALMAN PARTNERS PTY. LTD.
Licence Number 000222107
Licence ABN 32090789218

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BOWEN TANG Alman Partners Pty. Ltd. Current 2018-03-20
ADRIANA MINKE BRINK Alman Partners Pty. Ltd. Ceased 2017-03-03
NIYATI KHANNA Alman Partners Pty. Ltd. Current 2016-12-07
SIMONE ANDERSON Alman Partners Pty. Ltd. Current 2016-10-18
TODD ANDREW LAISTER Alman Partners Pty. Ltd. Ceased 2015-09-18
TENEALE LEE LAISTER Alman Partners Pty. Ltd. Current 2010-11-23
FRANCES EDNA EASTON Alman Partners Pty. Ltd. Current 2002-11-07
SCOTT PHILLIP ALMAN Alman Partners Pty. Ltd. Ceased 2002-11-07
STEPHEN BOYD LOWRY Alman Partners Pty. Ltd. Current 2002-11-04

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BOWEN TANG Alman Partners Pty. Ltd. Current 2018-03-20
ADRIANA MINKE BRINK Alman Partners Pty. Ltd. Ceased 2017-03-03
NIYATI KHANNA Alman Partners Pty. Ltd. Current 2016-12-07
SIMONE ANDERSON Alman Partners Pty. Ltd. Current 2016-10-18
TODD ANDREW LAISTER Alman Partners Pty. Ltd. Ceased 2015-09-18
TENEALE LEE LAISTER Alman Partners Pty. Ltd. Current 2010-11-23
FRANCES EDNA EASTON Alman Partners Pty. Ltd. Current 2002-11-07
SCOTT PHILLIP ALMAN Alman Partners Pty. Ltd. Ceased 2002-11-07
STEPHEN BOYD LOWRY Alman Partners Pty. Ltd. Current 2002-11-04

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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.