Financial Adviser · NEDLANDS, WA

Travis John Keay

15 Years experience
Tax advice
authorised
ASIC Registered · ADV 000406960

Travis John Keay is a financial adviser based in Nedlands, Western Australia, with 15 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). Their qualifications include a Bachelor of Commerce (Global Economics and Finance) from Curtin University. 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2010
Bachelor of Commerce (Global Economics and Finance)
Curtin University
2011
Diploma of Financial Services (Financial Planning)
GWM Adviser Services Ltd
2023
Graduate Certificate of Financial Planning
Kaplan Higher Education Pty Limited
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Jun 2021 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Jun 2011 - May 2021 Ceased

Source: ASIC Financial Advisers Register