Simon Shepherd

Providence Advisory Group

Platinum
13 Yrs Experience
Chatswood, NSW 2067
I commenced working in the financial services industry in 1994. I've been a financial adviser and proprietor of our Planning practice since 2009.   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, including a total of 9 years 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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • 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 Platinum
  • Rating 4.85
  • Number of reviews 37
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Bachelor of Business (Accounting and Finance)
  • Language spoken
    • English

Providence Advisory Group

Level 9, North Tower, 1-5 Railway St
Chatswood, NSW 2067

Opening hours

  • 8:00am – 2:00pm Friday
  • 8:00am – 6:00pm Thursday
  • 8:00am – 7:00pm Monday – Wednesday

Licensed by

FYG Planners Pty Ltd

AFSL 224543

4.85
37 Reviews
5
4
3
2
1
4.85
Clear communication
4.75
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 37

Sort by

4.75

"Working with Simon has been so refreshing and has relieved my anxiety having come from an SMSF with a group that I no longer have confidence in. This belief has been born out by the results of the investment strategy developed by Simon. I would recommend Simon 100%."

  • Superannuation
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We've been clients of Simon and Chris for around 15 years and have found Simon to be knowledgeable, responsive to our needs. In that time our Super Fund has been managed extremely well. We have also recently happily referred our children to become clients' of Simon. The whole-of-life planning has been an ongoing practice and allowed us to crystallise our thinking."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Simon Shepherd profile photo

Simon Shepherd responded on August 2021

"Thanks Kevin, it is a pleasure working with you both, and now your children, too. I'm really glad you find the Life Planning process of benefit."

5.00

"Over many many years both Chris and Simon have provided us with broad advice in all our financial areas. They have always helped us when we've needed information or advice when urgently required."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have complete trust in Simon - that he will look after us, and that’s the most important thing that he does. He has helped us with our retirement planning needs for many years."

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

"We are very confident that Simon is able to look after us and give us the best outcome with our nest-egg. We regard Simon not only as our financial adviser but also as a very trust worthy friend."

  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Simon Shepherd profile photo

Simon Shepherd responded on May 2021

"Hi Sue and John, thank you for the wonderful vote of confidence. I'm pleased to say we've just reached our 10 year milestone of working together and I look forward to many more."

5.00

"Simon has given us advice in areas such as self managed super funds, retirement income and advice on relocation to new home. Simon always explains everything clearly so we have confidence in the information he gives us. We trust Simon as the care and attention he has given us over the years removes any worries we have away."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Over many years Simon has given me reliable financial advice about my retirement income. Prior to the GFC he informed me that he could see that a serious situation was likely to occur and that I should take immediate action. We discussed those actions and the steps he took to arrange my investments protected me over that period. He has clearly advised me over the Covid19 debacle and I was protected from problems over this time. He is in regular contact and keeps me advised with information on a weekly basis."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon's advice is clear and concise in what he provides. He always presents in plain English and avoids using industry jargon. He is very patient and available to discuss any issues we have. He provides a lot of information about what the market is doing and various jargon and technicalities, including a broad understanding of investment markets and is able to come up with new ideas and suggestions."

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

"Couldn’t be happier with Simon’s advice and attention. He should take Josh Frydenburg’s job!"

  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I do have full confidence in Simon. He explains things clearly. I do refer him to friends and family in need of good advice."

  • Superannuation
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 37

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
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Accounting and Finance)

Level
7 - Bachelor Degree
Institution
University of Technology Sydney (UTS)
Completed
1996

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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