Travis Adams – Financial Adviser

Adviser identifying number: 1001715
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: BAILLIEU HOLST LTD
Licence number: 245421
Licensee’s ABN: 74006519393
Licence controlled by:

The date the Financial Adviser commenced the appointment: 04/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BAILLIEU HOLST LTD
Authorised Representative identifying number: 245421
Authorised Representative’s ABN: 74006519393

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advanced Self Managed Superannuation Funds – Kaplan Professional
• Bachelor of Economics – Adelaide University
• Chartered Financial Analyst – CFA Institute
• Graduate Diploma of Applied Finance and Investment – Securities Institue of Australia (SIA)
• Margin Lending and Geared Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

• Chartered Financial Analyst Institute (CFA)
• Financial Planning Association of Australia (FPA)
• Member of Stockbrokers Assocaition of Australia (MESAA)
• SMSF Association

Travis Adams is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Foreign Exchange Contracts
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services