Kevin Harvey Payne – Financial Adviser

Adviser identifying number: 237594
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1977

Name of the licence holder: FINANCIAL PATHFINDERS PTY LTD
Licence number: 247187
Licensee’s ABN: 70052375916
Licence controlled by: KEVIN HARVEY PAYNE

The date the Financial Adviser commenced the appointment: 06/04/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BEACHSTONE NOMINEES PTY LTD
Authorised Representative identifying number: 274056
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Certificate of Superannuation Management – The Association of Superannuation Funds of Australia
  • Certified Financial Planner – Financial Planning Association
  • Diploma of Financial Planning – Financial Planning Association
  • Investment and Financial Planning Course – Securitor Financial Group
  • Margin Lending & Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Kevin Harvey Payne is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility