Paul Shepherd
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.
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.
Services and Specialties
Wealth Management
Options and Warrants
Stockbroking
Fixed Interest and Cash Management
Portfolio Administration
Qualifications and Professional Affiliations
Graduate Diploma in Applied Finance and Investment
Ethics and Professional Relationships
Bachelor of Financial Administration
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Fellow of the Financial Services Institute of Australasia
Member of the Australian Institute of Company Directors
Competencies
Margin Lending
Generic
Securities
I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me by way of percentage of fees. As a shareholder of Rawene Pty Ltd, I may be entitled to a share of profits.
