BELINDA LEE PAYNE (Adviser# 001002906) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 9, 2018.
| Register Name | Financial Advisers |
| Adviser Name | BELINDA LEE PAYNE |
| Adviser Number | 001002906 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000278937 THE ADVICE EXCHANGE PTY LTD |
| Licence ABN | 55107629194 |
| Licence Controlled By | ADVICE EXCHANGE SOLUTIONS PTY LTD |
| Adviser Start Date | 2018-07-09 |
| Appointing Representative Name | THE ADVICE EXCHANGE PTY LTD |
| Appointing Representative Number | 000278937 |
| Appointing Representative ABN | 55107629194 |
| Memberships | Financial Planner AFP (FPA) |
| Further Restrictions | Authorisation excludes ability to provide credit services |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Certificate IV Financial Services (Finance/Mortgage Broking) | Tribeca |
| Certificate IV in Financial Services (General Insurance) | TAFE SA |
| Diploma of Financial Services (Financial Planning) | AMP Financial Services |
| Margin Lending and Geared Investments | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000278937 |
THE ADVICE EXCHANGE PTY LTD
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD Further restrictions: Authorisation excludes ability to provide credit services |
2018-07-09 - | THE ADVICE EXCHANGE PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2017-09-19 - 2018-06-11 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending. |
2011-05-27 - 2016-05-31 | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| Licence Name | THE ADVICE EXCHANGE PTY LTD |
| Licence Number | 000278937 |
| Licence ABN | 55107629194 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANJANEYA REDDY BASUPALLI | The Advice Exchange Pty Ltd | Current | 2018-08-31 |
| BACH PHAM | The Advice Exchange Pty Ltd | Current | 2018-07-30 |
| LACHLAN JAMES ANDERSON | The Advice Exchange Pty Ltd | Current | 2018-07-23 |
| SUSANNE NICOLE MARRO | The Advice Exchange Pty Ltd | Current | 2018-07-18 |
| BENJAMIN JAMES AYRIS | The Advice Exchange Pty Ltd | Current | 2018-06-29 |
| PAUL FRANCIS MCSHANE | The Advice Exchange Pty Ltd | Current | 2018-06-01 |
| SEAN MORDAUNT | The Advice Exchange Pty Ltd | Current | 2018-04-10 |
| ANTHONY GETSON | The Advice Exchange Pty Ltd | Ceased | 2017-12-02 |
| ADRIAN JOHN CASSIDY | The Advice Exchange Pty Ltd | Ceased | 2017-12-02 |
| GUY CHARLES ADAMSON | The Advice Exchange Pty Ltd | Current | 2017-12-01 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.