Financial Adviser
· MELBOURNE, VIC
Travis Schindler
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001261884
Travis Schindler is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Travis is currently authorised under Hewison & Associates, operating through Hewison & Associates. Travis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Travis's qualifications include a Certified Financial Planner from Financial Advice Association of Australia. Travis is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2014
Bachelor of Business (Banking & Finance)
Monash University
2018
Master of Financial Planning
Kaplan Higher Education
2019
Certified Financial Planner
Financial Advice Association of Australia
2022
SMSF Specialist Advisor (SSA) Program
SMSF Association
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education