Sam Shepherd in Brisbane, Queensland works at Crest Wealth (Client Manager) and was educated at Kaplan Professional.
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Crest Wealth
Oct 2018 - Present
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Present
Client Manager
Pathway Enterprises
Feb 2017 - Sep 20181 year 8 months
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Financial Planner
Betterway Capital
Jun 2015 - Feb 20171 year 9 months
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Financial Planner
Kaplan Professional
2017
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2018
Certificate IV. Finance and Mortgage Broking
Mentor Education
2016
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2017
Advanced Diploma. Financial Planning and Services
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