Andrew Searle Travis
Financial Adviser in Bathurst, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003684
- Location
- Bathurst NSW 2795
- Licensee
- Mba Wealth Solutions Pty Ltd (AFSL 240689)
- Authorised since
- 21 May 2018
- First provided advice
- 2008
- Qualifications
- Bachelor Degree, Charles Sturt University (2006); Advanced Diploma, Kaplan (2015); Certified Financial Planner, Financial Planner Association of Australia (2018)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Searle Travis
Andrew Searle Travis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bathurst, New South Wales (adviser number 001003684).
The licensee Andrew advises under is Mba Wealth Solutions Pty Ltd (AFS licence 240689). The current authorisation started on 21 May 2018.
The register records 2008 as the year Andrew first provided financial advice. Qualifications and training on file include Bachelor Degree (Charles Sturt University, 2006), Advanced Diploma (Kaplan, 2015) and Certified Financial Planner (Financial Planner Association of Australia, 2018). Andrew is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Andrew Searle Travis a registered financial adviser?
Yes. Andrew Searle Travis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003684.
Which licensee does Andrew Searle Travis work under?
Mba Wealth Solutions Pty Ltd, Australian financial services licence 240689.
What can Andrew Searle Travis give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.