Patrick Sheppard Email
Partner | Senior Adviser @ PSK Private Wealth
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Patrick Sheppard Location
- Sydney, NSW, AU
Patrick Sheppard Work
- 2020 -now Partner | Senior Adviser @
Patrick Sheppard Education
- UNSW Australia
Master's Degree (Financial Planning and Services)
2014-2016 - Kaplan Australia
Diploma (Mortgage Broking)
2012-2013 - KAPLAN
Adv. Dip (Financial Services)
2005-2006 - Tribeca
Dip Fin Serv. (Financial Services)
2004-2005 - University of Canberra
Bachelor's Degree (Banking & Finance)
1997-1999 - Mater Maria College 1989-1994
Patrick Sheppard Skills
- Financial Planning
- Investments
- Insurance
- Retirement Planning
- Estate Planning
- Wealth Management
- Portfolio Management
- Superannuation
- Financial Advice
- Investment Strategies
- Income Protection
- Investment Advisory
- Wealth Accumulation
- Asset Allocation
- Asset Management
- Pensions
- Mortgage
- Financial Advisory
- Debt Management
- Risk Management
- Insurance Planning
- Retirement Income Strategies
- Banking
- Asset Protection
- SMSF
- Strategic Financial Planning
- Life Insurance
- Financial Services
- Finance
- Wealth Management Services
- Holistic Financial Planning
- High Net Worth Individuals
- Personal Financial Planning
- Investment Management
- Financial Planners
- Mortgage Lending
- Pension Funds
Patrick Sheppard Summary
- Patrick Sheppard, based in Sydney, NSW, AU, is currently a Partner | Senior Adviser at PSK Financial Services. Patrick Sheppard holds a 2014 - 2016 Master's Degree in Financial Planning and Services @ UNSW Australia. With a robust skill set that includes Financial Planning, Investments, Insurance, Retirement Planning, Estate Planning and more. Patrick Sheppard has 1 emails on RocketReach.
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