Foundation Planning Services is a Perth based financial and investment advice firm founded in 1990 by Keith Sheppard.
Keith joined the financial services industry in 1984 and has over 30 years’ experience in providing strategic financial planning advice and investment management services to a select number of longstanding clients and organisations.
Keith holds a Diploma of Financial Planning and accreditation as a Certified Financial Planner under the Financial Planning Association of Australia (FPA), is a Director of Service Finance Corporation Limited and sits on the Boards of three not for profit organisations.
Keith Sheppard is a Sub-Authorised Representative Foundation Planning Services.
Mark has been with Foundation Planning Services for 17 years and is responsible for financial, statutory and management accounting functions. Mark has over 25 years’ experience as an Accountant and is an accredited CPA under the Australia Society of Certified Practising Accountants.
Simone has been working with Keith Sheppard for over 22 years managing the day-to-day administration of the office and assisting clients with administrative queries. Throughout Simone’s tenure she has built strong relationships with Keith’s long standing clients.