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:
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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