TRAVIS JOHN KEAY

Financial Adviser · Nedlands, WA

Registered

Registration Number

000406960

Registration Status

Registered

Location

Nedlands, WA 6009

Providing Advice Since

2011

Registration Date

23/06/2011

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

📚 Qualifications & Training

2010 - Bachelor of Commerce (Global Economics and Finance) - Bachelor Degree (AQF 7) - Curtin University
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - GWM Adviser Services Ltd
2023 - Graduate Certificate of Financial Planning - Graduate Certificate (AQF 8) - Kaplan Higher Education Pty Limited
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.