JULIAN PHILIP PAYNE
Financial Adviser · Broadmeadow, NSW
📚 Qualifications & Training
2006 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca Learning (Aust)
2007 - Self Managed Superannuation Funds - - Tribeca Learning (Aust)
2008 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia
2010 - ASX Accredited Listed Product Adviser (ALPA) Program - - Kaplan Professional
2010 - Margin Lending and Geared Investments - - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.