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Paul Shepherd

Alman Partners Pty Ltd

Gold
14 Yrs Experience
Mackay, QLD 4740

Paul Shepherd | CFP® Professional, BEng, DipMgt, DFS(FP), AIF®

Senior Financial Adviser & Partner

Paul joined Alman Partners as a partner in 2010.

Paul's passion and natural ability to manage risk and deliver positive financial outcomes, along with his keen desire to understand the values that drive people is invaluable.

Paul's background is one of Mechanical Engineering and Project Management with over 12 years' experience in major projects in the mining and construction industries. This vast experience empowers Paul with a wealth of skills and knowledge, which he draws upon to keep his clients on track and accountable to their plan.

He continually seeks improvement opportunities and enjoys the challenges that this brings. Leadership and a genuine care and concern for people are among his strongest attributes.

Attention to detail is second nature to Paul, so this, backed with the Alman Partner's brains trust of best in class Financial Planning experts, makes him the perfect man to have as your Trusted Financial Adviser.

Paul holds the professional designation of Certified Financial Planner® which he completed in 2015 and in 2017 achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

At a glance

  • Adviser status Gold
  • First year providing advice 2011
  • Years of experience 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Alman Partners Pty Ltd

8 Brisbane St
Mackay, QLD 4740

Opening hours

  • 8:00am – 4:30pm Monday – Thursday
  • 8:00am – 3:30pm Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alman Partners Pty Ltd

AFSL 222107