Paul Shepherd CFP®
About Me
Paul joined Alman Partners as a partner in 2010. His passion and natural ability to manage risk and deliver positive financial outcomes, along with his keen desire to understand the values that drive people is invaluable. Paul's background is one of Mechanical Engineering and Project Management with over 12 years of experience in major projects in the mining and construction industries. This vast experience empowers Paul with a wealth of skills and knowledge, which he draws upon to keep his clients on track and accountable to their plan. He continually seeks improvement opportunities and enjoys the challenges that this brings. Leadership and genuine care and concern for people are among his strongest attributes. Attention to detail is second nature to Paul, so this, backed with the Alman Partner's brains trust of best in class Financial Planning experts, makes him the perfect man to have as your Trusted Financial Adviser. Paul holds the professional designation of Certified Financial Planner® which he completed in 2015 and in 2017 achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board. Paul currently sits on the Board of Directors for the Global Association of Independent Advisers (GAIA), of which Alman Partners are a Founding Member.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Honours Degree
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Years of Experience 14 Years
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Licensed By Alman Partners Pty. Ltd.
Brisbane City, QLD 4000