Andrew Travis Email
Director and Financial Adivsor @ MBA Wealth Solutions
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Andrew Travis Location
- Australia
Andrew Travis Work
- Director and Financial Adivsor @ (May 2018 - Present)
- Senior Financial Planning Manager @ (April 2008 - April 2018)
- Paraplanner @ Morse Group (January 2006 - April 2008)
Andrew Travis Education
- Kaplan Professional
(Advanced Diploma in Financial Planning)
2012-2015 - Charles Sturt University
Bachelor of Business (Finance)
2003-2006 - All Saints' College 1993-2002
- Kaplan
Diploma of Financial Planning
Andrew Travis Skills
- Wealth Management
- Portfolio Management
- Strategic Financial Planning
- Investments
- Financial Analysis
- Relationship Management
- Financial Modeling
- Risk Management
- Wealth
- Retirement Planning
- Financial Advisory
- Superannuation
- Financial Services
- Investment Advisory
- Strategy
- Leadership
Andrew Travis Summary
- Andrew Travis, based in Australia, is currently a Director and Financial Adivsor at MBA Wealth Solutions. Andrew Travis brings experience from previous roles at National Australia Bank and Morse Group. Andrew Travis holds a 2012 - 2015 Kaplan Professional. With a robust skill set that includes Wealth Management, Portfolio Management, Strategic Financial Planning, Investments, Financial Analysis and more. Andrew Travis has 1 emails on RocketReach.
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