Financial Adviser · MELBOURNE, VIC

Tristan William Bowman

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001237446

Tristan William Bowman is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry. Tristan is currently authorised under Cameron Harrison Private Pty Ltd. Tristan holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce/Bachelor of Laws from Deakin University. Tristan is a member of Chartered Financial Analyst Institute (CFA Institute).

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Derivatives Foreign Exchange Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2012
Bachelor of Commerce/Bachelor of Laws
Deakin University
2015
RG146 Gap Training Program for CFA Charterholders and Candidates
Financial Education Professionals
2015
Superannuation
Kaplan Professional
2017
Chartered Financial Analyst (CFA)
CFA Institute
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional

Registration History

Nov 2015 - Present Current

Source: ASIC Financial Advisers Register