Michael Sheppard
With 18 years of experience across technical, compliance, and advisory roles, I provide holistic advice covering self-managed super funds, direct equities, investments, personal insurance, and retirement planning.
I commenced my financial services career in 2007 as a paraplanner, moving into financial advice in 2012.
I love helping individuals and businesses take control of their finances, make informed decisions, and plan for a more secure future. I love providing tailored advice on areas such as superannuation, investing, insurance, tax strategies, and retirement planning.
I love working closely with our clients to understand their goals, assess their current financial position, and develop strategies that align with their values and objectives.
When I’m not working with my clients, I enjoy relaxing with my family and friends and getting outdoors as much as possible.
“The key is in not spending time, but in investing it”
—Stephen R. Covey