Financial Adviser
· LITTLE MOUNTAIN, QLD
Kellie Michelle Payne
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264199
Kellie Michelle Payne is a financial adviser based in Little Mountain, Queensland, with 25 years of experience in the financial services industry. Kellie is currently authorised under Guidance Group Pty Ltd. Kellie 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 from FAAA. Kellie is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2001
Diploma of Financial Planning
Deakin University
2005
Certified Financial Planner
FAAA
2011
Margin Lending Accreditation
Financial Essentials Pty Ltd
2011
SMSF
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Bridging Course - Ethics - Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2025
SMSF Specialist Advisor
SMSF Association
Registration History
Government debentures, Stocks or Bonds: class of product only.
Source: ASIC Financial Advisers Register