Simon Shepherd
Providence Advisory Group
I commenced working in the financial services industry in 1994. I've been a financial adviser and principal owner of our Planning practice since 2009. I am an Adviser Member of the AIOFP, an Association that represents Advisers who are not owner or affiliated with Institutions.
Prior to joining the Financial Planning industry, I spent 14 years working in Global Investment Banking. The majority of the time as an Equities & Convertible Bond Dealer to Institutional and Hedge Fund clients. For over 9 years, I was based in Tokyo, New York and London. I graduated university with a Bachelor of Business (Finance and Accounting).
I believe my business is unique due to strong focus on genuine financial and life planning. My extensive back ground in financial markets and deep understanding of investment risk provides a powerful skill set to build high quality, well diversified investment portfolios, helping clients to achieve their financial goals and assisting them in realising their life dreams and aspiration.
Expertise
My fees
We offer a 1 hour Life-Planning session in person or via Zoom to new clients at a special rate of $275 (normally $495). From this session you will receive a handy one-page Life Plan template to take away and discuss with your partner and family. This fee is refunded if you then engage us for personal advice and a plan. Please refer "Life Planning" under the "Services" tab of our website for more information: providencegroup.com.au
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 44
- First year providing advice 2009
- Years of experience 16
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Highest qualification
- Bachelor of Business (Accounting and Finance)
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Language spoken
- English
Providence Advisory Group
Level 7, 9 Help StChatswood, NSW 2067
Opening hours
- 9:00am – 2:00pm Friday
- 9:00am – 7:00pm Thursday
- 9:00am – 5:00pm Monday – Wednesday
Licensed by
FYG Planners Pty Ltd
AFSL 224543
