Financial Adviser · BRISBANE CITY, QLD

Travis Nathan Ramsay

3 Years experience
Tax advice
authorised
ASIC Registered · ADV 001300788

Travis Nathan Ramsay is a financial adviser based in Brisbane City, Queensland, with 3 years of experience in the financial services industry. Travis is currently authorised under Consultum Financial Advisers 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). Travis holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. 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

Authorised to provide tax financial advice services

Qualifications and Training

2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Jul 2023 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
Dec 2022 - Jun 2023 Ceased
Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register