Travis Charles Adams
Financial Adviser in Eastwood, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001715
- Location
- Eastwood SA 5063
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 1 October 2021
- First provided advice
- 2012
- Qualifications
- Bachelor of Economics, Adelaide University (1997); Graduate Diploma of Applied Finance & Investment, Securities Institute (2002); Chartered Financial Analyst, CFA Institute (2007); Advanced Self Managed Superannuation Funds, Kaplan Professional (2014); FPC002B Ethics & Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- Memberships
- Chartered Financial Analyst Institute (CFA Institute); Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Travis Charles Adams
On the Financial Advisers Register kept by ASIC, Travis Charles Adams appears as a current financial adviser in Eastwood, South Australia, adviser number 001001715.
The licensee Travis advises under is Oreana Financial Services Pty Ltd (AFS licence 482234). The current authorisation started on 1 October 2021.
The register records 2012 as the year Travis first provided financial advice. The qualifications listed for Travis include Bachelor of Economics (Adelaide University, 1997), Graduate Diploma of Applied Finance & Investment (Securities Institute, 2002) and Chartered Financial Analyst (CFA Institute, 2007). Travis is recorded as a member of Chartered Financial Analyst Institute (CFA Institute), Financial Advice Association of Australia (FAAA) and SMSF Association.
Travis is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 11 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Travis Charles Adams a registered financial adviser?
Yes. Travis Charles Adams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001715.
Which licensee does Travis Charles Adams work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Travis Charles Adams give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives; foreign exchange contracts.