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  3. Patrick Sheppard

OUR PARTNERS & ADVISERS

Patrick Sheppard

Accreditations

Master of Financial Planning (MFinPlan), Bachelor of Commerce (B Com), Advanced Diploma of Financial Services (Adv Dip FS), Diploma of Finance and Mortgage Broking Management (Dip MB), Certificate IV Financial Services, Senior Associate with FINSIA

Key areas of focus

Retirement Planning, Wealth Creation, Superannuation Strategies, Tax Free Retirement Income, Debt Management and Listed Investments.

Office location

Sydney CBD

Patrick Sheppard

Partner  |  Financial Adviser

book a meeting with Patrick

With a career spanning across 3 decades and a passion for numbers Patrick began his working career working for global institutions which included Deutsche Bank, Morgan Stanley and Credit First Boston.

In 2005 and with a passion for helping others Patrick made the move to Financial planning.

With a focus on assisting individuals and families across all areas of financial planning including home loan repayments, savings, investments, superannuation and personal protection, Patricks clients have always known they can count on his expertise, ongoing advice and support as they work to achieve their financial planning goals.

Patrick is highly qualified holding qualifications in Financial Planning, Banking and Mortgage Broking Management and is a member of the MFAA, Finsia and FPA.

 

Click here to view Patrick's latest FSCG

 

 

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