KELLIE MICHELLE PAYNE
Financial Adviser · Little Mountain, QLD
📚 Qualifications & Training
2001 - Diploma of Financial Planning - - Deakin University
2005 - Certified Financial Planner - Professional Designations - FAAA
2011 - Margin Lending Accreditation - Other - Financial Essentials Pty Ltd
2011 - SMSF - Other - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - FPC002B - Bridging Course - Ethics - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - SMSF Specialist Advisor - Certificate (AQF 1-4) - SMSF Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.