Financial Adviser
· BATHURST, NSW
Andrew Searle Travis
No disciplinary history on record with ASIC
BATHURST,
NSW
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003684
About Andrew Searle Travis
Andrew Searle Travis is a financial adviser based in Bathurst, New South Wales, with 18 years of experience in the financial services industry since 2008. Andrew is currently authorised under Mba Wealth Solutions. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrew's qualifications include a Certified Financial Planner from Financial Planner Association of Australia. Andrew is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor Degree
- Charles Sturt University
2015
Advanced Diploma
- Kaplan
2018
Certified Financial Planner
Financial Planner Association of Australia
Registration History
Source: ASIC Financial Advisers Register