Patrick Sheppard Location
Sydney, NSW, AU
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 College1989 - 1994
Patrick Sheppard Skills
- Financial Planning
- Investments
- Insurance
- Retirement Planning
- Estate Planning
- Wealth Management
- Portfolio Management
- Superannuation
- Financial Advice
- Investment Strategies
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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Top PSK Private Wealth Employees
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Glenn Toohey
Chief Financial Officer at PSK Private Wealth
Sydney, NSW, AU1 -
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Gina Mavraidis
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Sam Rio
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Melbourne, VIC, AU11 -
Daniel Cheung
Partner - PSK Private Wealth at PSK Private Wealth
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Francis Raymond
General Manager at PSK Private Wealth
Sydney, NSW, AU14 -
Andrew Jones
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Canberra, ACT, AU12 -
Paula Guagliardo
Chief Risk Officer at PSK Private Wealth
Sydney, NSW, AU1 -
Patrick Sheppard
Partner | Senior Adviser at PSK Private Wealth
Sydney, NSW, AU1 -
Tim Stallman
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Brisbane City, QLD, AU1 -
Stephen Duffy
Financial Planner | Partner at PSK Private Wealth
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