MenuAndrew Travis CFP®
About Me
Andrew covers all areas of financial advice with a special interest in wealth accumulation, protection, pre and post retirement advice. Graduating from Charles Sturt University with a Bachelor of Business (Finance) in 2007, Andrew went on to complete his Diploma of Financial Planning in 2015 and became an FPA Certified Financial Planner® in 2017. Andrew joined the MBA Team in May 2018 after spending 10 years in the banking industry.
Areas of Focus
- Cashflow management
- Debt management
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Years of Experience 17 Years
