Simon Shepherd

Providence Advisory Group

Silver

15 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 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.

Government Assistance
Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

We offer a 1 hour Life-Planning session in person or via Zoom to new clients at a special rate of $275 (normally $495). 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. Please refer "Life Planning" under the "Services" tab of our website for more information: providencegroup.com.au

5.00 September 2024

We have been with Simon for over 15 years, he has always kept our best interests and goals at the forefront of his advice. He has continued to keep us on track towards retirement insuring we are protected as much as possible in market fluctuations. He and his team always consider not only the goals but future projections and government regulations or opportunities. Simon has also helped us setting up our children along the way. PAG provide overwatch as you navigate towards financial security for the future.

5.00 September 2023

Simon is a man of high character. We have many years of relationship that's never had a bad situation. I fully trust, respect and appreciate all you do and how you go about your business. Thank you very much.

4.75 July 2023

Simon breaks everything down clearly and simply. I don't feel like he is blinding me with science, or money talk etc. Everything is simple enough so that I understand whats going on and I can see what's happening. Simon is good at figuring out what my priorities are about where to invest and how risky/not risky it needs to be.

5.00 March 2023

We have for 10 years been entirely satisfied with the level of service and attention to detail and communication.

5.00 October 2022

We put our trust in you with our finances, 100%. Your confidence in what you do with our super is a big help. You are available at any time, and you always get back promptly.

Adviser status Silver
Rating 4.85
Number of reviews 44
First year providing advice 2009
Years of experience 15
Highest qualification
- Bachelor of Business (Accounting and Finance)
Language spoken
- English

Providence Advisory Group

Level 7, 9 Help St
Chatswood, NSW 2067

9:00am – 2:00pm Friday
9:00am – 7:00pm Thursday
9:00am – 5:00pm 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