Patrick Sheppard

Psk Financial Services

Silver
17 Yrs Experience
Sydney, NSW 2000

The financial strategies that I build focus on three key areas; wealth management, risk management and liability management. Over the past 20 years my experience has ascertained that combining structure and strategy advice in these three key areas results in the most material benefit to my client’s circumstances.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 14
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Psk Financial Services

Level 6, 44 Market Street
Sydney, NSW 2000

Opening hours

  • 9:00am – 7:00pm Monday – Friday

Licensed by

Charter Financial Planning

AFSL 234665