EPISODE · Sep 10, 2025 · 37 MIN
#507 Simon Shepherd
Simon is a Financial Planner and Adviser at Providence Advisory Group. He and James discuss his career journey, the family-run Providence Advisory Group, and Simon's "TING" investment newsletter project, which tracks and ranks investment newsletters to help investors make informed choices. Simon Shepherd LinkedIn: https://www.linkedin.com/in/simon-shepherd-618b793b/ Providence Advisory Group Website: https://www.providencegroup.com.au/ The Investment Newsletter Group Website: https://www.tinglive.com.au/ To learn more about Fidelity, visit their website at https://ensombl.com/go/20250911 Consider the PDS and TMD available at Fidelity.com.au and whether Fidelity products are suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340. General Disclaimer – https://www.ensombl.com/disclaimer/
What this episode covers
Simon is a Financial Planner and Adviser at Providence Advisory Group. He and James discuss his career journey, the family-run Providence Advisory Group, and Simon's "TING" investment newsletter project, which tracks and ranks investment newsletters to help investors make informed choices. Simon Shepherd LinkedIn: https://www.linkedin.com/in/simon-shepherd-618b793b/ Providence Advisory Group Website: https://www.providencegroup.com.au/ The Investment Newsletter Group Website: https://www.tinglive.com.au/ To learn more about Fidelity, visit their website at https://ensombl.com/go/20250911 Consider the PDS and TMD available at Fidelity.com.au and whether Fidelity products are suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340. General Disclaimer – https://www.ensombl.com/disclaimer/
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#507 Simon Shepherd
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