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  3. Samuel Michael Shepherd

Samuel Michael Shepherd

Name
Samuel Michael Shepherd
ID
1233564
ABN
–
First Provided Advice
2015
Restrictions
Excludes credit as it relates to Financial Planning excludes margin lending , securities, smsfs

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
Aug. 26, 2015
Ceased
Nov. 13, 2015
Status
Ceased
Licence Holder
Matrix Planning Solutions Limited (#238256)
Commenced
Oct. 18, 2017
Ceased
Sept. 27, 2018
Status
Ceased
Licence Holder
The Advice Exchange Pty Ltd (#278937)
Commenced
March 9, 2016
Ceased
June 16, 2017