Paul Shepherd
Stockbroker
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
