About Me

Tavis is a qualified Financial Adviser and founder of Arise Financial Advice. He has comprehensive experience in providing financial advice to clients, and prides himself on providing a high level of professionalism and personal service.

Tavis has assisted clients with meeting their financial and lifestyle goals leading up to retirement and beyond, as well as wealth creation and wealth protection. Tavis’s high level technical skill garnered through a combination of education and experience, coupled with his personal service ensures that he is able to communicate complex levels of advice in a simple and understandable manner.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 11 Years
  • Licensed By
    Licensed By Millennium 3 Financial Services Pty Ltd