Simon Shepherd

Providence Advisory Group

Silver
15 Yrs Experience
Chatswood, NSW 2067

I commenced working in the financial services industry in 1994. I've been a financial adviser and principal owner 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. For over 9 years, I was 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
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

We offer a 1 hour Life-Planning session in person or via Zoom to new clients at a special rate of $220 (normally $440). From this session you will receive a handy one-page Life Plan template to take away and discuss with your partner and family. This fee is refunded if you then engage us for personal advice and a plan.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 43
  • First year providing advice 2009
  • Years of experience 15
  • Highest qualification
    • Bachelor of Business (Accounting and Finance)
  • Language spoken
    • English

Providence Advisory Group

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

Opening hours

  • 9:00am – 2:00pm Friday
  • 9:00am – 7:00pm Thursday
  • 9:00am – 5:00pm Monday – Wednesday

Licensed by

FYG Planners Pty Ltd

AFSL 224543