Julian Philip Payne
Financial Adviser in Broadmeadow, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004222
- Location
- Broadmeadow NSW 2292
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 14 June 2019
- First provided advice
- 2007
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca Learning (Aust) (2006); Self Managed Superannuation Funds, Tribeca Learning (Aust) (2007); Certified Financial Planner (CFP), Financial Planning Association of Australia (2008); ASX Accredited Listed Product Adviser (ALPA) Program, Kaplan Professional (2010); Margin Lending and Geared Investments, Kaplan Professional (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Julian Philip Payne
Julian Philip Payne is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Broadmeadow, New South Wales (adviser number 001004222).
Julian provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 14 June 2019.
The register records 2007 as the year Julian first provided financial advice. The qualifications listed for Julian include Advanced Diploma of Financial Services (Financial Planning) (Tribeca Learning (Aust), 2006), Self Managed Superannuation Funds (Tribeca Learning (Aust), 2007) and Certified Financial Planner (CFP) (Financial Planning Association of Australia, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Julian is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Julian Philip Payne a registered financial adviser?
Yes. Julian Philip Payne is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004222.
Which licensee does Julian Philip Payne work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Julian Philip Payne give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.