Paul Travis Email & Phone Number
Financial Advisor @ VISIS Private Wealth
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Paul Travis Location
- Springfield Lakes, QLD, AU
Paul Travis Work
- 2025 -now Financial Advisor @
- 2023 -2025 Associate Financial Advisor @
- 2022 -2023 Paraplanner @ EDC Wealth Management
- 2021 -2022 Paraplanner @
- 2018 -2021 Associate @
- 2016 -2017 Analyst @ Strategic Equity Alliance
- 2015 -2016 Griffith Career Leader @
- 2006 -2016 Assistant Department Manager @
- 2011 -2012 Shift supervisor @
Paul Travis Education
- Griffith University
Griffith Business School Double Degree (Business & Commerce) (Management, Finance & Financial Planning)
2013-2018
Paul Travis Skills
- Xplan
- Financial Planning
- Leadership
- Time Management
- Customer Service
- Team Management
- Inventory Management
- Planning
- Teamwork
- Public Speaking
- Microsoft Excel
- Microsoft Office
- Team Leadership
- Microsoft Word
- PowerPoint
- Management
Paul Travis Summary
- Paul Travis, based in Springfield Lakes, QLD, AU, is currently a Financial Advisor at VISIS Private Wealth. Paul Travis brings experience from previous roles at VISIS Private Wealth, EDC Wealth Management and Dobbrick Financial Services. Paul Travis holds a 2013 - 2018 Griffith Business School Double Degree (Business & Commerce) in Management, Finance & Financial Planning @ Griffith University. With a robust skill set that includes Xplan, Financial Planning, Leadership, Time Management, Customer Service and more. Paul Travis has 2 emails and 1 mobile phone numbers on RocketReach.
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Top VISIS Private Wealth Employees
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Simon Davis
Partner
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Bimal Sharma
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Rakesh Kumar
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Scott Gynther
Senior Private Client Adviser
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Paul Travis
Financial Advisor
Springfield Lakes, QLD, AU
Bobby Tran
Associate Financial Planner
Brisbane, QLD, AU
Finn Bradley
Associate Financial Adviser
Brisbane, QLD, AU
Peter Tanner
Practice Manager
Brisbane City, QLD, AU
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