Paul Shepherd

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Authorised Representative: 000259364

Stockbroker

"My career has spanned both institutional and retail stockbroking and through the knowledge gained in these areas, I am able to provide a comprehensive assessment of financial markets."

Paul has in excess of thirty years of experience in the financial services industry; spanning roles in retail and institutional broking, corporate advice and funds management. Prior to joining the Gold Coast office, Paul was the Executive Director of the Morgans Edward Street branch and has previously been a Director of Morgans Financial Limited.

Services and specialities

  • Fixed Interest and Cash Management
  • Options and Warrants
  • Portfolio Administration
  • Stockbroking
  • Wealth Management

Investment Style

Paul’s investment philosophy focuses on using financial and non-financial parameters to find undervalued companies with the objective to achieve substantial growth in the value of the investments. He also advises on short-term trading situations. Paul has particular expertise in structuring long-term portfolio strategies and finding undervalued companies, particularly outside the ASX 200, including capital raisings and corporate opportunities. Paul also has a particular interest in providing direct equity advice to self managed superannuation funds.

Industry Education & Experience

Qualifications
  • Bachelor of Financial Administration, University of New England, 1983
  • Graduate Diploma in Applied Finance and Investment, Securities Institute Australia, 1985
  • Ethics and Professional Relationships, QUT, 2020
Professional Associations
  • Fellow of the Financial Services Institute of Australasia
  • Member of the Australian Institute of Company Directors
  • Tax (Financial) Adviser
  • Master Member of Stockbrokers And Financial Advisers Association (MSAFAA)
Approved Competencies
  • Generic
  • Margin Lending
  • Securities
I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Rawene Pty Ltd, I may be entitled to a share of profits.