Simon Shepherd

Providence Advisory Group

4.85

37 Reviews

Platinum

13 Yrs Experience

Chatswood, NSW 2067

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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.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

4.75 September 2021

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%.

5.00 July 2021

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.

5.00 June 2021

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.

5.00 May 2021

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.

5.00 April 2021

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.

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

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

FYG Planners Pty Ltd

AFSL 224543

Simon Shepherd

Providence Advisory Group

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Providence Advisory Group

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FYG Planners Pty Ltd