TRAVIS WADE MODRA

Financial Adviser ยท Wayville, SA

Registered

Registration Number

001008640

Registration Status

Registered

Location

Wayville, SA 5034

Providing Advice Since

2015

Registration Date

18/12/2015

Financial Services Licensee

KAIZEN WEALTH PTY LTD

Licence #000480797

๐Ÿ“š Qualifications & Training

2007 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education

โ„น๏ธ 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.