Justine Shephard

CFP®, LRS® F Fin, GradDipFinPlan, GradDipAppFin, BA.
Manager Advice Development

Justine Shephard

Justine brings more than 20 years of knowledge and experience to her role as manager of our financial advice team. Her experience covers funds management, investor relations, product development and marketing, with approximately half of this time spent delivering quality financial advice to a wide variety of clients.

Having worked in the industry her entire career, and seeing it evolve, Justine feels strongly about the delivery of high-quality professional advice. It’s a value she instils in her team.

Justine’s commitment to ongoing development and coaching means that our financial advice team not only provides a first-class financial advice service but also forms lasting relationships with their clients.

“No two clients are the same. When I develop a strategy that uniquely fits my client’s needs and then, over the years, watch as it helps them achieve their financial aims, that’s my excitement, that’s my motivation.”

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