Travis Adams is a chartered financial analyst, equities specialist and financial adviser as well as a respected share market commentator who is dedicated to finding great investments to satisfy retirement goals.
Travis has more than 20 years’ experience in financial services providing transactional, investment research, wealth management and advisory services to private clients. Travis currently provides client service, structuring and investment advice, using a consistent fundamental based approach.
Travis is a current member of Astier’s Investment Committee which oversees the construction and management of Astier’s broader investment philosophy. He is also the independent chairman of the East Private Wealth Investment Committee.
Former roles included a member of the National Investment Committee Member at EL&C Baillieu as well as Crowe Horwath, a member of the Deloitte Corporate Finance team, Head of Listed Equity selection in the Crowe Horwath Research Team, market operator and institutional dealer at Taylor Collison and Tricom Equities in Sydney. Travis’ direct equity and research background brings a depth of rigour to the investment process at Astier. It’s this opportunity for continued development & improvement of the underlying investment outcomes made available for Astier’s clients, that was one of the underlying drivers for Travis to become a founding Director of the business.
LinkedIn EmailPlanning for aged care
I wanted to give you an update on a topic we are finding more important than ever for many of our clients and let you know about resources you have access to through Astier and where we can help. No one likes to talk about getting older and the truth is, most of us avoid […]
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