Travis Stanley

Mint Lane

Gold

10 Yrs Experience

Scarborough, QLD 4020

About Travis
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I love to get out of bed every morning and work with clients in achieving their unique financial goals. This can be anything from ensuring their family is protected, to helping them invest in their future for the very first time.

I am passionate about partnering with clients on whatever journey they wish to take, and to achieve real results.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets

5.00 December 2024

From first contact Trav has been awesome. I knew I needed to sort insurances and a few other things but Trav’s advice has helped us get sorted and invested for the future with so much more confidence than I had doing it alone. Trav is friendly, approachable and always gets back to you promptly. We are only new clients with Trav but everything so far has been awesome and we look forward to partnering with him towards a fruitful financial future.

5.00 November 2024

I contacted Travis about a year ago after a friend recommended him to help me sort out my insurance (life, income and TPD), following troubles with my superannuation company.

Not only did Travis sort out my insurance so now I have the right amount of cover, he recently developed a financial plan to help me prepare for my future and retirement.

Travis has always been patient, answering any questions I have at any time, and will explain things to me in ways I can understand. I try to educate myself on things relating to my finances, but there are so many things I don’t know, and policies change all the time. It is reassuring to know I have Travis on my side and I’m not wading through this unknown financial world by myself.

I am excited for the future of my finances and making the most out of my hard-earned money.

Adviser status Gold
Rating 5.00
Number of reviews 2
First year providing advice 2015
Years of experience 10
Highest qualifications
- Graduate Certificate in Financial Planning
- Graduate Diploma of Financial Planning
Language spoken
- English