Paul Travis Email & Phone Number
Financial Advisor @ VISIS Private Wealth
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Paul Travis Location
- Springfield Lakes, QLD, AU
Paul Travis Work
- Financial Advisor @ (January 2025 - Present)
- Associate Financial Advisor @ (September 2023 - January 2025)
- Paraplanner @ EDC Wealth Management (May 2022 - September 2023)
- Paraplanner @ (January 2021 - May 2022)
- Associate @ (June 2018 - January 2021)
- Analyst @ Strategic Equity Alliance (July 2016 - December 2017)
- Griffith Career Leader @ (January 2015 - December 2016)
- Assistant Department Manager @ (January 2006 - July 2016)
- Shift supervisor @ (January 2011 - January 2012)
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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