Financial Adviser · CANNING VALE, WA

Ned Schepis

37 Years experience

Tax advice
authorised

ASIC Registered · ADV 000240704

Currently at

Canning Vale, WA

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Ned Schepis is a financial adviser based in Canning Vale, Western Australia, with 37 years of experience in the financial services industry since 1989. Ned is currently authorised under Respect Financial Services, operating through Ultra Investment Services. Ned holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ned's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Education Pty Ltd. Ned is a member of Australian and New Zealand Institute of Insurance and Finance (ANZIIF).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma of Financial Planning

Financial Planning Association of Australia Ltd

2004

Self Managed Superannuation Funds

Tribeca Learning (Aust) Pty Ltd

2005

Financial Plan Construction & Review

Tribeca Learning (Aust) Pty Ltd

2006

Finance Broking (Including WA Supplement)

Tribeca Learning (Aust) Pty Ltd

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Ltd

Registration History

Respect Financial Services Pty Ltd

Feb 2019 - Present Current

Respect Financial Services Pty Ltd

Oct 2018 - Feb 2019 Ceased

Respect Financial Services does not permit me to provide advice on Securities.

GOLD FINANCIAL PTY LTD

Jun 2009 - Oct 2018 Ceased

Gold Financial does not allow me to provide advice in specific consumer credit assistance, general insurance, credit, and securities

Source: ASIC Financial Advisers Register