Financial Adviser · ADELAIDE, SA

Travis Wade Modra

ADELAIDE, SA
11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001008640
Currently at
Adelaide, SA (firm address)

About Travis Wade Modra

Travis Wade Modra is a financial adviser based in Adelaide, South Australia, with 11 years of experience in the financial services industry since 2015. Travis is currently authorised under Hendersons Fp. Travis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Travis's qualifications include a Graduate Diploma in Financial Planning from FINSIA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2007
Graduate Diploma in Financial Planning
FINSIA
2010
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education

Registration History

Apr 2021 - Present Current
Dec 2015 - Apr 2021 Ceased
GENESYS WEALTH ADVISERS PTY LIMITED
May 2015 - Dec 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register