Financial Adviser
· BROADMEADOW, NSW
Julian Philip Payne
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004222
Julian Philip Payne is a financial adviser based in Broadmeadow, New South Wales, with 19 years of experience in the financial services industry. Julian is currently authorised under Capstone Financial Planning Pty Ltd. Julian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia. Julian is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and 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