Noel Shephard

Director

Noel is a highly qualified professional with over 15 years combined experience in Financial Planning, Contract Management and Estate Planning, with 8 years as an Authorised Financial Adviser. He serves on the Board of Directors of Superannuation Advice Australia and is a Practitioner Member of the Association of Financial Advisers as well as a Registered Tax (Financial) Adviser with the Australian Tax Practitioners Board.

Noel has a proven track record of generating great results for clients and thrives on developing goals and plans for clients from all walks of life. He is the Head of the SAA Compliance Committee, holds an Advanced Diploma in Financial Planning and Specialist RG146 qualifications in Self-Managed Superannuation Funds and Margin Lending.

Noel enjoys motivating and mentoring people to achieve their financial and personal goals, with a focus on being the best they can be and achieving what is most important to them. Noel is committed to serving his clients and the community and proudly serves as a certified Justice of the Peace.

Prior to joining the financial planning industry, Noel worked in the medical industry for over 20 years. He holds a Masters Degree in Research (Nursing) and spent 10 years caring for people as a Healthcare Professional and Registered Nurse. Noel is passionate about helping people and cares a great deal about the wellbeing of his clients. This genuine caring nature combined with years of experience in Financial Services and Estate Planning is what makes Noel a truly remarkable Financial Planner.