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Hewison Private Wealth

News | Travis Schindler Partnership Announced

JTB Studios
Private Client Adviser
9 Jul 2021

Hewison Private Wealth MD, Andrew Hewison, together with his fellow Directors and Partners, welcome the announcement of Travis Schindler’s partnership effective 1 July 2021. 

“Partnerships are seldom offered at Hewison Private Wealth, and it is fitting that Travis should be the newest in 10 years. No one has shown more commitment to becoming a ‘complete’ financial adviser than Travis. He balances being driven and enthusiastic, with empathy and care for his clients and colleagues. We are so excited for the future with Travis.” Said Managing Director Andrew Hewison.

The trajectory of Travis to partner has been a six-year journey and is a true testament to the significant contribution Travis has made to the firm and our clients during this time. “Travis has come a long way since starting in the Client Services team six or so years ago, working his way to Private Client Adviser and now Partner. Travis’s dedication to servicing his clients is second to none and his ability to grow and nurture his professional networks is also very impressive,” said Nathan Lear.

Travis’s work ethic, coupled with his expertise and knowledge gained across both the client service and planning teams has been recognised by this announcement.

It is great to see another graduate of the Hewison Private Wealth mentoring program become a partner of the business.  Travis has shown tremendous commitment to our clients and his own development since he started with our firm,” said Director Chris Morcom. Whilst Glenn Fairbairn also said “Travis should be commended for his contribution to Hewison Private Wealth over the past six years. His dedication to the company and his clients is unquestionable. Being offered the opportunity to become a Partner of the business is thoroughly deserved and I look forward to sharing this experience with him in the future.”

When asked about what partnership means to him Travis said, “I am very humbled and excited to be offered the opportunity to join the equity partnership at Hewison Private Wealth. I am grateful for what this business has provided to me over the last six years in respect to my development and education, both professionally and personally. It is a privilege to be entrusted with the responsibility of managing our client’s wealth and I look forward to continually growing alongside them for many years to come.”

“I am incredibly proud of the efforts of all of our Partners and people who have continued to focus and deliver exceptional service to our clients in challenging times and different ways. Their dedication to our clients and each other has put the firm in a strong position to thrive and deliver on our purpose of partnering with clients to deliver on their goals and dreams,” Chairman & Founder John Hewison concluded.

Whilst the whole Hewison Private Wealth team echo Director & Partner Simon Curtains final thoughts -“Congratulations again on making Partner, Travis. You are a valuable member of the team and bring many skills to the table. Your commitment and drive are admirable.”

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.auPlease note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.