Keith Sheppard Financial Planner Report

Name:
Keith William Sheppard

Rep Number:
000249532

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2004-01-30 onwards

Licensee
Name:

Number:
000227748

ABN:
77 103 642 888

Controlled By:

Appointed By
Name:
Sentry Advice Pty Ltd

Licence Number:
000227748

ABN:
77 103 642 888

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association of Australia
Certified Financial Planner Program
Deakin University
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)