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Simon Shepherd

 Simon Shepherd

Share profile:
821 Pacific Highway Level2, Tower B, The Zenith
Chatswood
NSW
2067
AU

Overview CONTACT THE ADVISER

Simon Shepherd Simon Shepherd

total Reviews

3

Experience

9yrs

Status

Silver

Overall Adviser Rating

79

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Morgans Financial Ltd
Morgans Financial Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Morgans Financial Limited
Morgans Financial Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
DerivativesDerivatives

Latest Customer Reviews (3 of 3 total)See all

"Clear and concise advise evidenced by presentation skillls and thoughtful considered clarification and explanations."

Kaye, 65+ 16 Jul 2018

"Both my wife and myself have been long term clients and have recommended many friends. Both our son daughter in law and daughter and son in law and their adult children are all now clients. Simon's advice has provided Joy and myself with the funds to enjoy and very comfortable retirement and we can highly recommend him to anybody looking for sound Financial and Estate Planning advice. "

Brian and Joy, 65+ 13 Jul 2018

"We find Simon to be extremely professional in all his dealings with us. Simon knows our personal aspirations and he has as a result developed a retirement plan to match this. We have been clients of Simon for just over 8 years and we would definitely recommend him to our friends. DAVID and SUE - 2112"

David, 65+ 13 Jul 2018

History & Qualifications CONTACT THE ADVISER

My membership
Awards
  • No award found
Years of experience
  • 9 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level2, Tower B, The Zenith
821 Pacific Highway, Chatswood
NSW 2067 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 90% Average Reviews
  • 3 Total Reviews
Kaye, 65+16 Jul 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Clear and concise advise evidenced by presentation skillls and thoughtful considered clarification and explanations."

Brian and Joy, 65+13 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Both my wife and myself have been long term clients and have recommended many friends. Both our son daughter in law and daughter and son in law and their adult children are all now clients. Simon's advice has provided Joy and myself with the funds to enjoy and very comfortable retirement and we can highly recommend him to anybody looking for sound Financial and Estate Planning advice. "

David, 65+13 Jul 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"We find Simon to be extremely professional in all his dealings with us. Simon knows our personal aspirations and he has as a result developed a retirement plan to match this. We have been clients of Simon for just over 8 years and we would definitely recommend him to our friends. DAVID and SUE - 2112"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Estate Planning
STRENGTH
2
Customers

#2
Building Super
STRENGTH
1
Customers

#2
Preparing For Retirement
STRENGTH
1
Customers

#2
Tax Effective Strategies
STRENGTH
1
Customers

x

Overall rating

79%

Simon Shepherd

Company: Morgans Financial Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Simon Shepherd is a member of and in what capacity, the licensee or company of Simon Shepherd and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Simon Shepherd (see report card scoring)

Qualifications: 100%

Compliance: 93%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%