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 4.90
  • 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

4.90
14 Reviews
5
4
3
2
1
4.90
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"Patrick has been working with me for over a year to try and secure a property. His tireless efforts and willingness to talk me through things in a simple, coherent and timely manner was exceptional and his demeanour is warm and welcoming. I would very much recommend doing business with him and thank him for all his efforts."

  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Patrick is one of the most disciplined & professional persons I have dealt with in my career. There are no pushy sales techniques, each piece of advice & subsequent recommendations are clear and comprehensive. Patrick's follow up on queries is excellent."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always found Patrick to be extremely efficient, honest, reliable and very knowledgeable with regard to his financial planning advice."

  • Government Assistance
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Patrick's professionalism and knowledge has really helped us get on top of our finances and assisted in setting out our future goals. He has helped us prepare and cover our family for the future and any unexpected situations that may arise. We look forward to working with Patrick in the future as we move forward and achieve each of our set goals."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Patrick has been extremely helpful with providing advice on starting my new business, setting up my SMSF, on preparing for my retirement and ensuring I have all the necessary insurance coverage. He has recently been assisting my mother and sister with their respective financial needs. They are constantly singing his praise. We cant recommend Patrick highly enough!"

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Patrick Sheppard at Appian Way Financial Services has brought an incredible wealth of knowledge to every meeting and interaction. We're incredibly happy with the service provided and our Financial situation could not be better. There's seemingly no limit to what's possible with Patrick and Appian Way Financial Services."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Patrick is an easily approachable yet highly professional adviser. He is an active listener and always provides a thorough explanation of various options available. I have recommended him to several friends and colleagues."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I highly recommend Patrick. He is incredibly professional, while providing a tailored service that suits our needs. We trust Patrick's sound and considered advice on all our financial matters."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

Bachelor of Commerce (Banking and Finance)

Level
7 - Bachelor Degree
Institution
University of Canberra (UC)
Completed
1999

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Master of Financial Planning

Level
9 - Masters Degree
Institution
University of New South Wales (UNSW)
Completed
2017

Professional Memberships

Mortgage and Finance Association of Australia (MFAA)

Membership type
Member
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