Financial Adviser
· SYDNEY, NSW
Adam Payne
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005313
Adam Payne is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Adam is currently authorised under Jbwere Ltd. Adam holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Applied Science from University of Technology, Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Applied Science
University of Technology, Sydney
2017
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2021
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Ltd
2022
Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Ltd
2022
Superannuation and Retirement Advice
Kaplan Higher Education Pty Ltd
2023
Estate and Succession Planning
Kaplan Higher Education Pty Ltd
Registration History
Source: ASIC Financial Advisers Register