
Scott Shepherd
Naval Officer

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About me
Financial Advisor
Education

Auckland University of Technology
2007 - 2008Diploma in Fitness Training Health and Physical Education/Fitness
Experience

Royal New Zealand Navy
Jan 2006 - Feb 2007Naval OfficerAn extremely challenging job, which cannot be compared to any other career. Intensive training taught me how much can be achieved if you put in 100% effort. I learnt such a wide range of skills. Leadership and teamwork skills and being able to think quickly when under intense pressure.

Self-Employed
Jan 2008 - Nov 2010Personal TrainerExodus club in Wellington was where I began my Personal training career. It was extremely challenging as I was self employed and had no support in growing my own business. I had to find and manage my own clients and finances. Dealing with an extremely wide range of individuals all with different needs and personalities, making sure as well as meeting my business goals that each client also reached their fitness goals. I strengthened my business by learning different skills such as boxing and massage. I had to have perfect time management skills to be able to juggle 35 hours of one-on-one training per week. My communication skills had to be top quality. Spending between 1 and 3 hours per week with each client for 3 years I got to know each of them really well, their families, work, injuries, workouts and diets. Show less

Steve Nash Fitness World and Sports Club
Nov 2010 - Dec 2012Personal TrainerOf all the jobs I have had this was the most sales intensive. We had to set specific financial goals at the beginning of each month and create a plan of how to achieve this by the end of each month. I received a lot of coaching on overcoming objections. It was a great challenge, as I had to once again build my business from nothing. One of the biggest things I learnt was understanding the difference of cultures and procedures between New Zealand and Canada, A skill which I have been able to improve upon now that I’m living in multicultural Auckland. Show less

Commonwealth Bank
Apr 2012 - Aug 2013Customer Service AssociateCommonwealth Bank was my first job in the banking industry; I picked up a lot of great knowledge of banking products. I was taught how process lending applications, gathering information on a customers financial situation, ability to service loans and making sure they had financial protection with personalised insurance products. It was where found out how much customer satisfaction was important in our industry and how your actions and knowledge can affect your customer.

ASB Bank
Jun 2015 - Dec 2018Personal BankerPersonal Banker has been the most biggest and most enjoyable challenge so far in my career. I am able to build relationships with my customers to help them achieve their financial goals. I am able to advise on a wide range of products including KiwiSaver, general insurance, life and income protection, personal and Home lending. This has given me the ability to have in-depth conversations with my customer to find products which best suit their needs. Along with my team we have had some great success this financial year and have been able to contribute towards our regions results. Show less

HSBC
Jun 2019 - Jan 2020Personal Banker
BlueShore Financial
Jan 2020 - nowFinancial Advisor
Licenses & Certifications
- View certificate

Certificate in Financial Services Advice
Canadian Securities InstituteFeb 2024 - View certificate

Investment Funds in Canada (IFC)
Canadian Securities InstituteSept 2019 - View certificate

Certificate in Advanced Financial Advice
Canadian Securities InstituteFeb 2024
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