Travis Adams, Cfa
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Travis Adams, Cfa Email & Phone Number

Director and Adviser at Astier
Location: Greater Adelaide Area, Australia 8 work roles 3 schools
1 work email found @whk.com.au LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email t****@whk.com.au
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Current company
Role
Director and Adviser
Location
Greater Adelaide Area, Australia
Company size

Who is Travis Adams, Cfa? Overview

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Quick answer

Travis Adams, Cfa is listed as Director and Adviser at Astier, a with 53 employees, based in Greater Adelaide Area, Australia. AeroLeads shows a work email signal at whk.com.au and a matched LinkedIn profile for Travis Adams, Cfa.

Travis Adams, Cfa previously worked as Director & Adviser at Astier and Financial Adviser at E.L. & C. Baillieu Limited. Travis Adams, Cfa holds Chartered Financial Analyst, Economics, Finance, Corporate Finance from Cfa Instutite.

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Email format at Astier

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*@whk.com.au
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AeroLeads found 1 current-domain work email signal for Travis Adams, Cfa. Compare company email patterns before reaching out.

Profile bio

About Travis Adams, Cfa

Travis Adams, Cfa is a Director and Adviser at Astier. He possess expertise in options, business valuation, valuation, investments, portfolio management and 19 more skills. Colleagues describe him as "Travis is simply in a different league to most financial advisors. The depth and breadth of his understanding of the market, the firmness of his finger on the pulse of its dynamics and where and what constitutes real value in investments is remarkable. I’ve had Travis present to numerous client audiences, none of whom have failed to be impressed by how clearly Travis sees the patterns and can concentrate in on the most important points, communicated in a way that us laypeople can understand. I trust Travis implicitly with my investments, and have no hesitation in recommending his services to anyone wanting a safe pair of hands powered by smart, on-the-ball thinking to safeguard and maximise their future wealth."

Listed skills include Options, Business Valuation, Valuation, Investments, and 20 others.

Current workplace

Travis Adams, Cfa's current company

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Astier
Astier
Director and Adviser
Romans-sur-Isère
Employees
53
AeroLeads page
8 roles

Travis Adams, Cfa work experience

A career timeline built from the work history available for this profile.

Director And Adviser

Astier

Adelaide, Sa, Au

Director & Adviser

Adelaide, South Australia, Australia

Financial Adviser

Adelaide, Australia

Travis Adams is a chartered financial analyst, equities specialist and financial adviser as well as a respected share market commentator who is dedicated to finding great investments to satisfy retirement goals.

Nov 2015 - Sep 2021

Finance Sub Committee

Time For Kids

Adelaide, Australia

Time for Kids is a not for profit organisation with a mission to create opportunities for children to achieve their full potential by providing volunteer care, enriching experiences and positive role models that support them in overcoming disadvantage. Established in 1960 as the Society of Sponsors, to prevent children from entering the juvenile justice system. Today we continue to work with children and young people who experience social isolation, economic and other complex forms of… Show more Time for Kids is a not for profit organisation with a mission to create opportunities for children to achieve their full potential by providing volunteer care, enriching experiences and positive role models that support them in overcoming disadvantage. Established in 1960 as the Society of Sponsors, to prevent children from entering the juvenile justice system. Today we continue to work with children and young people who experience social isolation, economic and other complex forms of disadvantage. We match children from birth to 17 years with volunteer families and individuals for mentoring and regular, part-time care, usually for one weekend a month, one day per fortnight or for 3-4 days during school holidays. Since 1960, Time for Kids has assisted more than 4,800 children and their families.Through our unique program of volunteer carer and mentor support, Time for Kids opens a doorway on experiences, learning and opportunities that would be otherwise unavailable to our children. This builds children’s resilience and capacity to respond positively to the challenges in their lives. It also empowers and equips children and young people to set and successfully pursue alternative aspirations for their lives, as so many of our children have done over more than 50 years.Evaluation has shown our program to have a truly transformative effect on the lives of children and young people in need. Time for Kids is governed by a volunteer management board and operates with a professional staff that works in collaboration with our dedicated volunteer carers and mentors, to establish and maintain children’s placement within the program. Show less

Sep 2014 - Nov 2018

Equity Specialist And Financial Adviser

Prescott Securities Limited

Chartered Financial Analyst, Equity Sepcialist and Financial Adviser.Travis has been with Prescott Securities and the parent Crowe Horwath for over 8 years as the equity specialist and as financial adviser Travis, as a Chartered Financial Analyst ® (CFA®) has had a key rolein developing the investment philosophy for Crowe Horwath. Previouslyhe was a member of the Investment Committee and currentlycontinues to consult to it on listed investments.Travis is… Show more Chartered Financial Analyst, Equity Sepcialist and Financial Adviser.Travis has been with Prescott Securities and the parent Crowe Horwath for over 8 years as the equity specialist and as financial adviser Travis, as a Chartered Financial Analyst ® (CFA®) has had a key rolein developing the investment philosophy for Crowe Horwath. Previouslyhe was a member of the Investment Committee and currentlycontinues to consult to it on listed investments.Travis is a dedicated family man and understands the needs andchallenges facing the modern young family. He gains immensesatisfaction in helping set them on a sound financial course for thefuture. Travis also understands the needs of those approaching retirementas well as those who are actually retired.Travis has worked with Advisers in preparing portfolios foraccumulators, retirees and high net worth clients. The portfolios aredesigned to ensure clients needs are met whether they requirecapital or income generation.Travis retains the responsibility of Senior Stock Analyst at PrescottSecurities. Combined with his broader understanding of thedifferent life stages, he is in an ideal position to develop strategies tomeet the associated challenges investors face.Specialties: Share market investing, Company valuation, Financial AdvisingAdd a link Show less

Jul 2012 - Oct 2015

Equity Specialist And Financial Adviser

Prescott Securities Limited

Chartered Financial Analyst, Equity Sepcialist and Financial Adviser.Travis has been with Prescott Securities and the parent Crowe Horwath for over 8 years as the equity specialist and as financial adviser Travis, as a Chartered Financial Analyst ® (CFA®) has had a key rolein developing the investment philosophy for Crowe Horwath. Previouslyhe was a member of the Investment Committee and currentlycontinues to consult to it on listed investments.Travis is… Show more Chartered Financial Analyst, Equity Sepcialist and Financial Adviser.Travis has been with Prescott Securities and the parent Crowe Horwath for over 8 years as the equity specialist and as financial adviser Travis, as a Chartered Financial Analyst ® (CFA®) has had a key rolein developing the investment philosophy for Crowe Horwath. Previouslyhe was a member of the Investment Committee and currentlycontinues to consult to it on listed investments.Travis is a dedicated family man and understands the needs andchallenges facing the modern young family. He gains immensesatisfaction in helping set them on a sound financial course for thefuture. Travis also understands the needs of those approaching retirementas well as those who are actually retired.Travis has worked with Advisers in preparing portfolios foraccumulators, retirees and high net worth clients. The portfolios aredesigned to ensure clients needs are met whether they requirecapital or income generation.Travis retains the responsibility of Senior Stock Analyst at PrescottSecurities. Combined with his broader understanding of thedifferent life stages, he is in an ideal position to develop strategies tomeet the associated challenges investors face.Specialties: Share market investing, Company valuation, Financial AdvisingAdd a link Show less

Jul 2012 - Oct 2015

Senior Analyst, Deloitte Corporate Finance - Valuations

Adeliade

Aug 2011 - Jul 2012

Senior Equity Analyst

Whk Group

Adelaide

Nov 2005 - Jul 2011
3 education records

Travis Adams, Cfa education

Chartered Financial Analyst, Economics, Finance, Corporate Finance

Cfa Instutite

Graduate Diploma In Applied Finance & Investing, Valuations Stream

Finsia
FAQ

Frequently asked questions about Travis Adams, Cfa

Quick answers generated from the profile data available on this page.

What company does Travis Adams, Cfa work for?

Travis Adams, Cfa works for Astier.

What is Travis Adams, Cfa's role at Astier?

Travis Adams, Cfa is listed as Director and Adviser at Astier.

What is Travis Adams, Cfa's email address?

AeroLeads has found 1 work email signal at @whk.com.au for Travis Adams, Cfa at Astier.

Where is Travis Adams, Cfa based?

Travis Adams, Cfa is based in Greater Adelaide Area, Australia while working with Astier.

What companies has Travis Adams, Cfa worked for?

Travis Adams, Cfa has worked for Astier, E.L. & C. Baillieu Limited, Time For Kids, Prescott Securities Limited, and Deloitte Australia.

How can I contact Travis Adams, Cfa?

You can use AeroLeads to view verified contact signals for Travis Adams, Cfa at Astier, including work email, phone, and LinkedIn data when available.

What schools did Travis Adams, Cfa attend?

Travis Adams, Cfa holds Chartered Financial Analyst, Economics, Finance, Corporate Finance from Cfa Instutite.

What skills is Travis Adams, Cfa known for?

Travis Adams, Cfa is listed with skills including Options, Business Valuation, Valuation, Investments, Portfolio Management, Investment Strategies, Wealth Management, and Financial Analysis.

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