Financial Adviser
· RICHMOND, VIC
Travis Francis Stanley
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235710
Travis Francis Stanley is a financial adviser based in Richmond, Victoria, with 11 years of experience in the financial services industry. Travis is currently authorised under Cobalt 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). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional Education. 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma of Financial Planning
Pinnacle Financial Services Academy Pty Ltd
2016
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy Pty Ltd
2016
SMSF
Pinnacle Financial Services Academy
2017
Graduate Certificate in Financial Planning
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional Education
2025
FPC002B
Bridging Course - Ethics - Kaplan Professional
Registration History
A.C.N. 603 037 510 PTY LTD
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
HENDERSON MATUSCH PTY LTD
Source: ASIC Financial Advisers Register