Hillross

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Leedam Sheppard & Associates
Est 2001
Level 1, 110 King William Road, Goodwood, SA, 5034
We believe in enabling you to manage your financial wellbeing to enjoy the future you want. Our financial planning practice provides our clients with some of the highest levels of expertise and service in the market. We partner with our clients to understand their needs to develop strategies that meet their financial and lifestyle needs.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Bachelor of Commerce with a major in corporate finance
  • Bachelor of Science (Maths)
  • Diploma of Financial Planning
  • Geared Investment & Margin Lending
  • FPA Accredited Professional Practice

Areas of
Expertise

Estate planning
Insurance
Investments
Retirement
Self Managed Super Fund
Superannuation
Transition to retirement

Our business is supported by Hillross as the holder of an Australian Financial Services Licence. Hillross ensures our conduct is as good as it can be, our systems are sound, our technical knowledge and advice is always up to date and our business complies with all appropriate regulations. Leedam Sheppard & Associates has been accredited an FPA Professional Practice status by the Financial Planning Association of Australia, in recognition of high professional and ethical standards.

To access current investment information/commentary and other related articles, please visit our News site, Leedam Sheppard News


Meet our team

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Howard Jacob
Senior Financial Adviser

Howard has over 30 years experience in the financial services industry, including…

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Glenn Pycock
Financial Adviser

I aim to establish and maintain a trusted relationship with my clients that is…

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Greg Fragoulis
Principal Adviser

I want to make a positive difference to your life by helping you reach your…

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Richard Lovell
Principal Adviser

Through strategic, collaborative and proactive planning, my aim is to create…

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Robyn Virgin
Practice Manager
Robyn has over 30 years in the Financial Services Industry and has been with Leedam…
Robyn has over 30 years in the Financial Services Industry and has been with Leedam since it inception. She is responsible for the day to day operations and liaises closely with both the clients, advisers and staff to ensure that Leedam Sheppard provides the highest service standards.
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Rachael Florence
Senior Paraplanner
Rachael joined the business in 2015 with a number of years experience in the…
Rachael joined the business in 2015 with a number of years experience in the financial planning industry and holds a DipFS. She is passionate about tennis and enjoys spending time with her family.
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Rachel Burris
Senior Administration Assistant
Rachel joined the firm in 2008, her previous experience includes 4 years in insurance…
Rachel joined the firm in 2008, her previous experience includes 4 years in insurance and 10 years in the stock broking industry. Her current position has her assisting each of our Financial Planners with share trades and managed fund inquiries.
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Rebecca Heaney
Paraplanner
Rebecca joined the firm in early 2013 after working as a flight attendant for Qantas.…
Rebecca joined the firm in early 2013 after working as a flight attendant for Qantas. Her strong commitment to client service and exposure to different roles within the firm supports her current role in the Para Planning team. Throughout Rebecca's time here at the firm, she has also completed her Diploma of Financial Planning (DipFP).
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Lauren Baker
Client Services Officer
Lauren joined the team in August 2015 and is committed to providing excellent client…
Lauren joined the team in August 2015 and is committed to providing excellent client service. Her current role is inclusive of the management of client inquiries and assisting the Practice Manager and Para Planning team. In her spare time she enjoys gardening and spending time with family and friends.
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Tao - Website
Tao Finlay
Client Services Officer
Tao joined the firm in September 2016 with her previous experience including Premium…
Tao joined the firm in September 2016 with her previous experience including Premium Funding and over five years in customer service. Tao is devoted to providing the best possible service as well as providing support to the Senior Administration Assistant. In her spare time she enjoys cooking and spending time with family and friends.
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Maddie Jones
Client Services Officer
Maddie joined our firm in June 2016, originally starting as our Receptionist.…
Maddie joined our firm in June 2016, originally starting as our Receptionist. Maddie’s strong passion for customer service has since seen her transition into her Client Service Officer role. In her spare time she enjoys spending time with family and friends.
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Tori - website 2018
Tori Kasmeris
Receptionist
Tori recently joined our firm after working for Flight Centre and the Department of…
Tori recently joined our firm after working for Flight Centre and the Department of Premier and Cabinet. Her strong commitment to customer service supports her current role as our 'Director of First Impressions'. Tori can be found assisting all members of our team and handling client enquiries.