Financial Adviser
· PALM BEACH, QLD
Angus Traves
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001296202
Angus Traves is a financial adviser based in Palm Beach, Queensland, with 3 years of experience in the financial services industry. Angus is currently authorised under Clime Advice Pty Ltd. Angus 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 Griffith University. Angus is a member of Financial Advice Association of Australia (FAAA) and Stockbrokers and Investment Advisers Association (SIAA).
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
2018
Bachelor of Business (Finance & Management)
QUT
2022
Master of Financial Planning
Griffith University
2023
Accredited Derivatives Adviser Level 1 (ADA 1)
Stockbrokers and Investment Advisers Association
Registration History
Source: ASIC Financial Advisers Register