Julian Philip Payne – Financial Adviser
Adviser identifying number: 1004222
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
Licence number: 240687
Licensee’s ABN: 48009189495
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 22/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THREE PILLARS WEALTH MANAGEMENT PTY LIMITED
Authorised Representative identifying number: 001239479
Authorised Representative’s ABN: 87608895441
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:
- ASX Accredited Listed Products Adviser Program – Kaplan Professional Education
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
- Diploma Of Financial Markets – Securities Institute Of Australia
- Diploma Of Financial Planning – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Julian Philip 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