Financial Adviser
· EASTWOOD, SA
Travis Charles Adams
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001715
Travis Charles Adams is a financial adviser based in Eastwood, South Australia, with 14 years of experience in the financial services industry. Travis is currently authorised under Oreana Financial Services 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 Bachelor of Economics from Adelaide University. Travis is a member of Chartered Financial Analyst Institute (CFA Institute), 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
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Economics
Adelaide University
2002
Graduate Diploma of Applied Finance & Investment
Securities Institute
2007
Chartered Financial Analyst
CFA Institute
2014
Advanced Self Managed Superannuation Funds
Kaplan Professional
2025
FPC002B Ethics & Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited