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Travis Schindler

Partner & Wealth Adviser
CFP®, SSA®, B.Bus, GradCertAppFin, MFinPlan

Travis Schindler is a Partner & Wealth Adviser at Hewison Private Wealth and has been named one of the 50 most influential financial advisers in Australia in the Financial Standard FS Power50 guide in 2023 & 2024. Travis has considerable experience in investment markets, superannuation, financial management, wealth creation, and all facets of designing bespoke, objective-based financial planning strategies. Travis invests time in getting to know his clients and their unique circumstances, he works hard to earn their trust and delivers outcomes for his clients specific to their needs.

Travis enjoys developing long-term, purposeful and successful relationships with the individuals and families he works with, and has a passion for investments and financial markets driving him to play a key role as a member of the Hewison Private Wealth Investment Committee. Travis is also an active member of our Compliance Committee and contributes towards overseeing Hewison Private Wealth’s compliance with the general obligations of its Australian Financial Services License.

Travis understands the intricate and multi-faceted nature of high-net-worth individuals and families financial affairs, and through his advisory work, which includes Self-Managed Superannuation Funds (SMSF), Travis works with family groups looking to create and transfer multi-generational wealth. Travis’s expertise extends to advising and working with high-income earning individuals, business owners, and those on a pathway to retirement.

Travis has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®), in addition to the following qualifications:

• Bachelor of Business (Banking & Finance), Monash University
• Master of Financial Planning, Kaplan Professional
• Graduate Certificate in Applied Finance, Kaplan Professional
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)

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