Financial Adviser
· BRISBANE CITY, QLD
Paul Alexander Travis
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001308700
Paul Alexander Travis is a financial adviser based in Brisbane City, Queensland, with 1 year of experience in the financial services industry. Paul is currently authorised under Visis Pty Ltd. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Business from Griffith University. Paul 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2018
Business
Griffith University
2018
Commerce
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan