Financial Adviser · BRISBANE CITY, QLD

Travis Laurence Vincent Smith

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001261900

Travis Laurence Vincent Smith is a financial adviser based in Brisbane City, Queensland, with 8 years of experience in the financial services industry. Travis is currently authorised under Arrive Capital Pty Ltd. Travis 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 Master of Financial Planning from Kaplan Higher Education Pty Ltd. Travis is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2017
Diploma of Financial Planning
Kaplan
2018
Bachelor of Commerce
University of Southern Queensland
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2025
Master of Financial Planning
Kaplan Higher Education Pty Ltd

Registration History

Oct 2023 - Present Current
Feb 2018 - Nov 2018 Ceased
Superannuation Authorisation excludes Self Managed Superannuation Funds advice

Source: ASIC Financial Advisers Register