I’m Travis and I’m an Associate Private Client Adviser with independent financial planning firm, Hewison Private Wealth.
I joined Hewisons in 2015 as a Client Service Manager. It wasn’t long before I found my true passion and became determined to pursue a career in financial planning. In early 2016, I became an Associate Private Client Adviser. I am also a member of Hewison Private Wealth’s investment research team.
As an Associate Adviser at Hewisons, each day is an opportunity to learn something new and I am committed to using this knowledge for the benefit of our clients through the achievement of their individual goals.
Outside of work I enjoy getting together with friends to maintain a fit and active lifestyle. Of course, part of this is making sure I get to the football as often as I can.
I also love to travel. I’ve been fortunate enough to combine this with my career – having worked in Shanghai during the final year of my undergraduate degree.
Travis’ Qualifications & Accreditations
- Master Financial Planning: Kaplan Professional
- Bachelor of Business (Banking & Finance): Monash University
- Graduate Certificate in Applied Finance: Kaplan Professional
- FPA Awards: Paraplanner of the Year (finalist 2017)
- ifa Excellence Award: Newcomer of the Year (finalist 2018)
Hewison Private Wealth – the company
We think we are one of the best independent financial advice firms, investment advisers and wealth management firms in Australia. But don’t just take our word for it…
- “Boutique Firm of the Year” (finalist) at the Independent Financial Adviser (iFA) Awards: 2018, 2017, 2015 and 2016. And we won the award outright in 2014.
The Independent Financial Adviser Awards celebrates best practice in the provision of financial advice and business acumen of Australia’s independent financial advice sector. They are the only industry awards in Australia that are dedicated exclusively to boutique and non-aligned / independent financial advisers.
- Highly Commended for ‘Best Private Wealth Manager’: 2016 Financial Review Smart Investor Blue Ribbon Awards. We were the only private wealth firm to receive this commendation
- Plus, Hewison Private Wealth Private Client Advisers – Andrew Hewison, Chris Morcom, Glenn Fairbairn, Nathan Lear and Simon Curtain were all individual financial adviser finalists at the 2018 Independent Financial Adviser Awards and/or SMSF Adviser Awards 2017