TRAVIS CHARLES ADAMS
Financial Adviser · Eastwood, SA
📚 Qualifications & Training
1997 - Bachelor of Economics - - Adelaide University
2002 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute
2007 - Chartered Financial Analyst - - CFA Institute
2014 - Advanced Self Managed Superannuation Funds - - Kaplan Professional
2025 - FPC002B Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
Financial Advice Association of Australia (FAAA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.