Financial Adviser · PEAKHURST, NSW

Travis Matthew Read

PEAKHURST, NSW
31 Years experience
Tax advice
authorised
ASIC Registered · ADV 000454007
Currently at
Oyster Bay, NSW (firm address)

Travis Matthew Read is a financial adviser based in Peakhurst, New South Wales, with 31 years of experience in the financial services industry since 1995. Travis is currently authorised under Gpl Read. Travis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Travis's qualifications include a Bachelor of Commerce from University of Tasmania. Travis 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 Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1994
Bachelor of Commerce
University of Tasmania
1998
Diploma of Financial Planning
RMIT/Deakin
2018
Diploma of Financial Planning
Kaplan
2019
Self-Managed Superannuation Fund
Kaplan Professional

Registration History

Jun 2020 - Present Current
Feb 2020 - Jun 2020 Ceased
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
Jul 2018 - Feb 2020 Ceased
Feb 2014 - Jul 2018 Ceased
Jul 2009 - Jan 2014 Ceased

Source: ASIC Financial Advisers Register