Travis Schindler Email & Phone Number
Partner and Wealth Adviser @ Hewison Private Wealth
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Travis Schindler Location
- Melbourne, VIC, AU
Travis Schindler Work
- 2021 -now Partner and Wealth Adviser @
- 2021 -now Compliance Committee Member @
- 2021 -now Investment Committee Member @
- 2015 -now Wealth Adviser @
Travis Schindler Education
- Financial Planning Association
Certified Financial Planner (CFP®) certification program
2018-2019 - Kaplan Professional
Master’s Degree (Financial Planning)
2016-2018 - Kaplan Professional
Graduate Certificate (Applied Finance)
2015-2015 - Monash University
Bachelor of Business (B.Bus) (Banking and Finance)
2010-2014 - Monash University
(RG146 - Tier 1, Financial Planning and Services)
2013-2013 - Bialik College
Victorian Certificate of Education
2008-2009
Travis Schindler Skills
- Leadership
- Economics
- Corporate Finance
- Australian Equities
- Retirement Planning
- Valuation
- Sales
- Microsoft PowerPoint
- Portfolio Management
- Investments
- Market Research
- Negotiation
- Finance
- Asset Allocation
- Financial Services
- Wealth Management
- SMSF
- Microsoft Office
- High Net Worth Individuals
- Entrepreneurship
- Wealth Accumulation
- Microsoft Excel
- Time Management
- Customer Service
- Financial Analysis
- Self Motivation
- Teamwork
- Investment Management
Travis Schindler Summary
- Travis Schindler, based in Melbourne, VIC, AU, is currently a Partner and Wealth Adviser at Hewison Private Wealth. Travis Schindler brings experience from previous roles at Hewison Private Wealth. Travis Schindler holds a 2018 - 2019 Certified Financial Planner (CFP®) certification program @ Financial Planning Association. With a robust skill set that includes Leadership, Economics, Corporate Finance, Australian Equities, Retirement Planning and more. Travis Schindler has 2 emails and 1 mobile phone numbers on RocketReach.
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