Financial Adviser
· PERTH, WA
Travis Edwards
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002597
Travis Edwards is a financial adviser based in Perth, Western Australia, with 18 years of experience in the financial services industry. Travis is currently authorised under Integro Holdings (WA) 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 Certified Financial Planner (CFP) from Financial Planning Association (FPA). 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Science
Murdoch University
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2016
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2016
RG146 ICFS specialist Self Managed Superannuation Funds
University of Adelaide
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional