Paul Shepherd

Paul Shepherd | CFP® Professional, BEng, DipMgt, DFS(FP)

Managing Director & Financial Adviser

Paul joined our firm as a partner in 2010 and is Alman Partners' Managing Director.

Paul's passion and natural ability to manage risk and deliver positive financial outcomes, along with his keen desire to understand the values that drive people is invaluable.

Paul's background is one of Mechanical Engineering and Project Management with over 12 years of experience in major projects in the mining and construction industries. This vast experience empowers Paul with a wealth of skills and knowledge, which he draws upon to keep his clients on track and accountable to their plan.

He continually seeks improvement opportunities and enjoys the challenges that this brings. Leadership and genuine care and concern for people are among his strongest attributes.

Attention to detail is second nature to Paul, so this, backed by the Alman Partner's brains trust of best-in-class Financial Planning experts, makes him the perfect man to have as your Trusted Financial Adviser.

Paul holds the professional designation of Certified Financial Planner®️ which he completed in 2015 and in 2017 achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board. Paul currently sits on the Alman Partners’ Investment Committee.

Continuing the Alman Partners' commitment to bringing the highest standards and world-class solutions to our client community, Paul and Steve are founding members of the Global Association of Independent Advisers (GAIA) - an exclusive network of independently owned investment advisory firms who are committed to putting clients' interests first. Paul sits on the GAIA Board as one of two Australasian Executive Representatives.