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About Us

Simon Shepherd

Principal Financial Planner | Partner, Coach, Educator

2023 marked 30 years since Chris Shepherd established our practice in Chatswood.  Simon Shepherd joined the family practice in 2009, having previously worked in financial markets in numerous cities including Tokyo, New York and London.

"I'm very proud to be carrying on the tradition of service excellence as our practice continues to grow across two generations of advisers and, in some cases, up to three generations of clients."

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Cirque, 7/9 Help Street  

Chatswood NSW 2067  


(02) 8076 5630

Opening Hours

Mon - Fri

9:00am – 5:00pm

Sat - Sun


Meet the Team

Our highly experienced team with a wealth of knowledge will bring you closer to achieving your financial goals. 

Get in Touch

Cirque Chatswood, Level 7, 9 Help Street, Chatswood NSW 2067 

(02) 8076 5630

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