Travis Schindler is a Private Client Adviser at Hewison Private Wealth and in 2021 was offered equity partnership; Travis has since become the only partner to be announced in ten years. Travis knows that future thinking is built by embracing every opportunity to learn and has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®), in addition to achieving the following qualifications:
- Bachelor of Business (Banking & Finance), Monash University
- Masters Applied Finance, Kaplan
- Graduate Certificate in Applied Finance, Kaplan
Travis has considerable experience in investment markets, superannuation, financial management, wealth creation, and all facets of designing bespoke, objective-based financial planning strategies. But it's how Travis takes the time to get to know his clients, and their goals, to earn their trust and deliver that sets him apart. He has experienced first-hand the rewards that come from consistent hard work and his clients in turn reap the rewards.
It's this diligence of achieving more, of achieving better, that Travis commits to his clients’ bespoke investment portfolios. It’s also why he is a member of the Hewison Investment Committee. There’s no resting on laurels here.
For the future: Travis understands the importance of absorbing knowledge from different cultures, having extensively travelled throughout Asia and Europe as well as working and living in Shanghai. But he couldn't stay away from friends, family, and his beloved Carlton Football Club for too long.