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Josie Sheppard

Deanstone Financial Planning

Bronze
2 Yrs Experience
Cammeray, NSW 2062

I am a provisional financial adviser at DeanStone Financial Planning, completing my professional year under the supervision of Elizabeth Dean.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2023
  • Years of experience 2
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Deanstone Financial Planning

9 Carter St
Cammeray, NSW 2062

Opening hours

  • 9:00am – 4:00pm Monday – Friday

Meeting methods

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

Licensed by

Sira Group Pty Ltd

AFSL 278423