Andrew Travis

MBA Wealth Solutions was founded in 1987 but changed name to MBA Wealth Solutions in 2017. MBA is now the largest Financial Planning firm in Bathurst, servicing the Central West of NSW. We provide a holistic approach that incorporates financial planning, investments, insurance, superannuation, retirement, estate planning, cash flow, and risk management.

We own and operate our own Australian Financial Services Licence and offer you a team of advisers with over 75 years of combined financial planning experience– making us the most experienced team in Bathurst.

Graduating from Charles Sturt University with a Bachelor of Business (Finance) Andrew originally worked with MBA in 2006. He then moved to be an adviser with a major bank before rejoining the MBA team again in 2018, bringing with him the wealth of experience gained in the banking industry.

Andrew covers all areas of financial advice with a special interest in advising business owners, farmers, and all areas of asset protection (insurance).

Andrew is married with 2 children. He enjoys competing in car rallies, riding his motorbike, working on his farm, and spending time with his family.